Daniel Weiner, the managing partner of the estate planning firm Weiner Law, will be serving on the panel of the Congregation Beth Israel’s Financial Wellness program. The event will be held on April 20, from 7:00 pm to 8:30 pm at the CBI campus.
The program called, Financial Strategies For Your Future, aims to give people advice on how to protect their finances and help them get ready for the future. It is an in-person event that is open to all and registration is available at https://cbisd.org/getinvolved/wbi/.
The panel also includes Candace Berkman, the Co-founder and Partner at Berkman and Christian Wealth Management and Insurance Solutions at Northwestern Mutual. There is also Janet Achaetel, a Senior Wealth Advisor and Co-Founder at Hoylecohen’s Women’s Practice.
Dan is an estate planning lawyer based in San Diego. He provides estate planning and trust administration services across California and helps people navigate the often confusing maze of estate planning. He graduated from The University of Birmingham and got his Master of Laws degree from Duke Law School. Prior to establishing Weiner Law, he worked at leading international law firms such as Freshfields Bruckhaus Deringer and Orrick, Herrington & Sutcliffe for more than ten years.
Dan is dedicated to helping people protect the well-being of their families while achieving their goals in life. Together with Weiner Law, he aims to guide his clients in making financial and legal decisions that can assist them in ensuring their future and that of their families.
Weiner Law helps clients in planning their estate and smoothly transition their assets to the next generation. The firm understands that estate planning is personal. Different clients have unique concerns, after all, and the firm is ready to work with them to help them meet their needs.
Weiner Law is home to estate planning attorneys who can help individuals create a suitable estate plan. They understand that this is not simply a one-time transaction but a relationship that should be fostered. Weiner Law walks with every client to protect their assets and the future of their loved ones to help them live their lives to the fullest.
The firm provides services in estate planning including the creation of wills, trusts, and power of attorney. They also assist clients with probate administration, elder law, planning for minor children, and estate tax protection. Visit Weiner Law at 12707 High Bluff Drive Ste. 125, San Diego CA, 92130. They may also contact (858) 333-8844.
12707 High Bluff Drive Ste. 125
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Bengaluru Bytes journalist was involved in the writing and production of this article.
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