© 2024 All Rights Reserved.
M&M Wealth Associates sponsored community event
Protect Your legacy and estate by avoiding these mistakes
Join us for an informative and empowering estate planning and trust event! Whether you’re looking to secure your family’s financial future or learn how to navigate the complexities of generational wealth and taxes, this is the perfect opportunity for you. Our expert panel, featuring a knowledgeable attorney and Certified Retirement Counselors, will break down essential topics such as the different types of trusts—including living trusts—and how they can benefit you and your loved ones.
Sunday, November 10, 2024
10:00 am – 12:00 pm
Doors open at 9:30 am
First Financial Security, Inc.
2900 S. Harbor Blvd, Ste 225
Santa Ana, CA 92704
Secure Your Legacy and Join Us In This Journey!
This free, two-hour event in-person is designed to create a welcoming atmosphere where you can ask questions and gain valuable insights. Don’t miss this chance to take control of your estate planning journey and ensure a lasting legacy. We look forward to your attendance.
Introducing our
Featured Speakers
Brian Ton is the founder of Satori Law Group, Inc. and strives to advise individuals and companies in estate planning, real estate transactions, and business and corporate law. He believes in prevention of potential conflicts to avoid costly litigations. To this end, Mr. Ton assists clients in forming proper estate plans, seeking to protect the clients’ interests at the same time minimizing future conflicts; and forming business entities, structuring appropriate business relationships among the parties, drafting and negotiating carefully thought out agreements. Mr. Ton obtained his J.D. in 1987 from the State University of New York Law School after becoming a C.P.A. in the state of New York in 1985. In 1990, he earned a M.B.A. from the Wharton Business School at the University of Pennsylvania. Mr. Ton was admitted to practice law in the state of New York in 1988 and in the state of California in 1992.
Co-Founder of M&M Wealth Associates. Michael is a dedicated advocate for financial literacy, specializing in risk mitigation with the belief that addressing financial illiteracy is crucial for achieving financial success in the U.S. With only 14% of Americans on track for a successful retirement, Michael’s mission is to change that statistic. As a Certified Retirement Counselor, Michael prioritizes financial security and peace of mind for all his clients.
Michael takes the time to understand his clients’ financial, emotional, and mental landscapes, allowing him to provide customized solutions tailored to their unique needs. Michael’s approach is rooted in patience, kindness, and compassion, as he firmly believe that financial health is deeply intertwined with mental well-being. Together, Michael and the M&M team create comprehensive plans that not only safeguards their client’s assets but also nurtures their overall wellness.
DOI 0N10513
Co-Founder of M&M Wealth Associates, Co. Matthew is a passionate advocate for financial security and believes in the importance of protecting people’s wealth. Matthew combines his expertise as a real estate broker with a holistic approach to financial planning, recognizing that real estate can play a vital role in a successful retirement strategy. Leveraging his MBA from UCLA, credentials as a Certified Retirement Counselor and technological background, Matthew’s mission is to provide peace of mind through personalized financial solutions. He understands that there is no one-size-fits-all approach; identifying the unique goals of his clients and crafting tailored strategies is his specialty.
Driven by commitment to helping others achieve their financial dreams, Matthew and the M&M team bring a diverse perspective to his work, guiding clients toward a secure and fulfilling future.
DRE 01881143, DOI 0M09342
Frequently asked questions (FAQs)
We will discuss general estate planning and how to put the proper strategies in place to prepare for retirement, estate taxes, trusts, legacy and generation transfer, and more.
Not at all! In fact, 4 out of 5 people do not have an estate planner or trust including business owners and high income earners ($300,000+ household).
If you have a business, a family, or if you have goals to build a lasting legacy, you need to be here.
This event and several others we host are centered around community engagement and service, so for this particular event, it is complimentary. We do host events that has a charge. Our mission is to provide the proper education to our communities to help you make better educated decisions for your financial security and peace of mind.
The event will be from 10:00am to 12:00pm including Q&A. Doors open at 9:30.
We recommend bringing a notepad or something to take notes with. Refreshments will be provided. There will be potential networking opportunities, so please bring business cards.
Leave your tuxedos and ballroom dresses at home. Feel free to dress Casual to Business Casual.
Feel free to bring your significant other, business partner, or family and friends. We love our kids and pets, but like us, please leave them responsibly at home. If you would like to share this event virtually with someone who you believe would benefit from this community engagement event, feel free to share the registration page with them.
Absolutely. Information provided here can be another talking point to bring to the attention of your attorney or financial agent.
No, this event will not be recorded, and please do not record or livestream this event for regulation and compliance purposes.