What would happen to your assets if something happened to you tomorrow? Are you confident your wealth will last your lifetime and beyond?

“Future-Proof Your Finances: Estate & Wealth Planning and Asset Protection for Professionals” will help professionals answer these questions ­— and more.

Join estate law attorney Bridget Burns and wealth management advisor David Miller as they provide practical tools and strategies to help you protect your business, preserve your wealth and make informed decisions about your finances with confidence.

During Future-Proof Your Finances, You’ll Learn:

    • What happens to your assets in California if you don’t have an estate plan—and how to avoid costly mistakes
    • Which entity options best protect business owners from personal liability and risk
    • How advanced trust structures can safeguard both business and personal wealth for the next generation
    • How to build a portfolio to sustain you and those who matter to you
    • Ways to protect your investments from unnecessary taxes and erosion of value
    • Practical steps to align your wealth plan with your professional and personal goals

Location

Conference Center at La Jolla Square, First Floor | 4225 Executive Square | La Jolla, CA 92037

Parking on site will be validated. Refreshments will be served.

Two Dates to Choose From

Tuesday
Nov. 4, 2025
3 p.m.

Register here

Monday
Nov. 17, 2025
9 a.m.

Register here

Future-Proof Your Finances Presenters

White and Bright Partner Bridget Burns helps families and business owners protect their assets through practical estate planning, trust administration and asset protection strategies. Known for her clear, approachable style, Bridget makes complex legal concepts easy to understand so clients can make confident decisions for their loved ones.
Ocean View Financial and Insurance Services CEO and Founder David Miller, CFP, CLU helps people protect their wealth, create a roadmap to their goals and mitigate their tax liability. David values ongoing financial education and shares valuable insights with clients. David listens to your goals and helps you create an actionable game plan to accomplish them.

Space is limited so reserve your spot today. For questions, contact 760-747-3200 or estateplanning@whiteandbright.com