Resources for Advisors

The Daily Plan-It is a one-page newsletter where I offer industry information, marketing tips, and (sometimes) simply humor to my strategic business allies.

1-24-13 Life’s Disasters Offers You a Chance to Connect With Your Clients pdficon_large

1-7-13 Boomers Must Avoid ‘Money Death’ pdficon_large

12-13-12 Help Protect Your Senior Clients from Scam Artists pdficon_large

 

Wealth Counsel

Wealth Council

Docubank

Docubank

Contact Us

Steven M. Greenwood, P.C.
2801 Townsgate Rd., Ste. 210
Westlake Village, CA 91361

805-277-5020 - Phone
805-277-5021 - Fax
info@CAestatelaw.com

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