Investments
Presented by: Scott T. Esco, CRPCCRPC® Chartered Retirement Planning Counselor
Private Wealth Advisor | Managing Director
Esco, Hanan, and Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC
Learn from the 25 years of experience of Scott Esco, CRPC, Private Wealth Advisor and Managing Director, Esco, Hannan, and Associates about investments and how working with a financial advisor can benefit you and your organization.
Scott's will use his presentation as a guide to how he help clients build wealth so they can leave a legacy both now and when they are gone. He will also talk about how Ameriprise and other firms can help work with long term money that they may need to put to work.
Scott's Areas of Focus:
» Wealth Preservation Strategies
» Retirement Planning Strategies
» Small Business
» Executive Compensation and Benefit Strategies
» Estate Planning Strategies
» Tax Planning Strategies
» Family Finances
Scott Esco was born in Stuttgart, Germany and raised in Minnesota. He has lived in Sweden, New York, Bali and has lived in California since 1994. He has been married to his wife of 25 years, Fransisca, who is the COO of his practice. He has 3 adult sons and 2 teenage daughters. His eldest son works at Esco, Hanan and Associates. Scott enjoys reading, cooking, spending time and traveling with his family, playing with his dogs and cat, and recently fell in love with stamp collecting. He supports the communities where he lives and works, and volunteers for both domestic and international nonprofit organizations. He is passionate about helping people achieve their financial goals, whatever that may be. Scott believes in multi-generational planning, collaborating with clients and their families to offer strategies that help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.
Where: Skewers
821 L Street, Modesto
*Street Parking Only*
When: August 4, 2022; 12:00 - 1:30pm
Networking & Announcements 12:00-12:15, followed by the presentation.
AFP membership not required.
Register below using PayPal. Please register by August 2, 2022, 4:00PM.
AFP Members: $25.00
All others: $35.00
Please Note: Lunch is included in the price.
In consideration for sensitive populations in today's COVID-19 climate, attendees are encouraged to wear a mask indoors except when actively eating and drinking.
Please select member/nonmember option
This meeting approved for 1.5 CFRE CEUs
