Wealth and Estate Planning Seminar

Julie Ann Sowards, Esq. & LLM, Estate Attorney, and Ryan Lam, AIF, Wealth Advisor are hosting the art of wealth accumulation and transfer at death. Ryan will provide information on accumulating wealth, and Julie will discuss common mistakes in estate planning and how to avoid them with proper preparation.

Julie’s information:

https://bayareaestateattorney.com/about-us/

A graduate of Lincoln Law School in San Jose, with a separate Masters of Law (LLM) in Tax Law and Taxation from the Villanova University School of Law, Julie worked as a paralegal before becoming an attorney. While at Lincoln, she was awarded the Cynthia Ware Young Scholarship, given to the student in the school of law program who shows the most character, perseverance, and compassion.

When working with people one-on-one to develop their estate plans, Julie also utilizes the skills she learned as a communications major at California State University, Long Beach, where she earned her bachelor’s degree.

In addition to her expertise in estate planning and complex trusts, Julie has extensive experience in special needs trusts, charitable remainder trusts, and irrevocable asset protection trusts. Julie is adept at handling all aspects of trust administration and often serves as a Trust Protector. She’s passionate about preparing a client’s trust and representing the trustee(s) during trust administration.

Ryan’s information:

https://beaconpointe.com/financial-advisors/ca/campbell/ncal/ryan-lam/

Ryan Lam, AIF®, is a Wealth Advisor at Beacon Pointe’s Campbell office and is responsible for advising and providing customized wealth management solutions for clients. He has experience in both retirement and financial planning as well as investments. Prior to joining Beacon Pointe, Ryan was a Financial Strategist at Fountainhead Advisors, providing comprehensive financial advice to clients. Ryan graduated from San Jose State University, earning a bachelor’s degree in business administration: marketing with a minor in economics, and holds the Accredited Investment Fiduciary® (AIF®) designation. Ryan resides in San Jose, California, with his family, and they enjoy snowboarding, motorsports, and the outdoors together.

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