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Protect your wealth with right asset protection advice and getting the right legal tools in place. Let’s clear the myths and get the facts on the best strategies for wealth preservation.

TAP October 5th & 6th – Doug and Tom Wheelwright 

TAP October 5th & 6th - Doug and Tom Wheelwright  Doug Speaking  October 5th -  Doug arrive around 1pm - 5pm (Reception dinner 5pm - 6:30pm)  October 6th -  Doug arrive 1pm - 5pm 

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Wealcouncil Symposium – September 23rd – 25th 

Wealcouncil Symposium - September 23rd - 25th  Booth only Doug is not speaking - APC dinner

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Webinar – Client – Topic (Taxes) September 22nd

Webinar - Client - Topic (Taxes) September 22nd  Client Webinar topic Taxes and Funding your Planning Correctly 

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MAY 18th – 19th – Doug and Tom Wheelwright 

TAP - MAY 18th - 19th - Doug and Tom Wheelwright  Doug Speaking  May 18th - Doug arrive around 1pm - 5pm (Reception dinner 5pm - 6:30pm) May 19th - Doug arrive 1pm - 5pm 

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WEBINAR – August 12 –  What Really Happens When the Bridge Gets Bridged?

WEBINAR - August 12 -  What Really Happens When the Bridge Gets Bridged? A deep dive into the mechanics most professionals never see: Trigger events Foreign compliance issues IRS reporting requirements Trustee swaps  JDX swaps To register for webinar click the link: https://us06web.zoom.us/meeting/register/h74GofM6RauyzoxbAk5wPg

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Lodmell & Lodmell

Protecting clients since 1997.

Arizona Office
8160 E. Butherus Drive, Suite 4
Scottsdale AZ 85260

Telephone: (602) 230-2014

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