Wealth Legacy Group...
assists exceptionally affluent privately-held business and professional families with the growth, management, protection, distribution, and legacy issues of their wealth - their business succession & exit strategies - and in creating intention and integration between their business and personal lives.
Click Here to read R. J. Kelly's article on Page 49 in Apr 2011 Accredited Members Inc. on the benefits of and the selection criteria for creating a Board of Directors.
Click Here to read R. J. Kelly's article on Page 32 in Jan 2011 Accredited Members Inc. on estate planning with a heart.
Click Here to read the article in the San Diego Union Tribune featuring R. J. Kelly and Wealth Legacy Group.
Upcoming Events:
May 22-23
NAIFA - California Annual Meeting "Expand Your Horizons"
R. J. Kelly will be hosting a workshop on May 23rd - "Successful Succession: A Team Approach". If you are attending the annual meeting, please plan to attend this informative session.
October 24 - 5:30pm to 8:30pm
Center for Wealth & 2012 Legacy Leadership Seminar Series and Inspiration Awards...
Please save the date for this inspiring event.
Visit the Center's website at http://www.wealthlegacyseries.org/ for additional information.
Do you know someone who is ‘legacy’ inspired, an innovator, risk taker and the philanthropic giver who accomplishes an outstanding and often unrecognized good? Please consider submitting a nomination for the October event at http://www.wealthlegacyseries.org/inspiration-award-nomination/.
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WLG is an official Outreach Partner of Our Greater San Diego Vision. Click Here for more information.