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Events/Workshops

Each month Irving Katz and various strategic partners present

Wealth and Retirement  Enhancing Workshops

to teach our clients innovative ways to prepare for their future and retirement.  We show them how to better utilize their assets.

In today's financial environment learn a "safe" strategy that will bring you peace of mind!

For details about upcoming workshops Contact Irving

 

UCI Presentation

Click below to see the presentation at UCI on January 26, 2008

Click Here

 

The preservation and empowerment of long-term family wealth is based on the education and behavior of each family member. It is a dynamic process that must be successfully re-energized in each successive family generation. We believe that the most important "assets" a family possesses are its' individual members. The family's Financial Assets are tools to support the growth of the family's Core, Experience and Contribution Assets.

Preserving, protecting, empowering and perpetuating your "True Wealth" for the benefit of future generations.

The Quadrant Living Experience™ is a step-by-step process that defines your values regarding true wealth, helps to instill those values in your posterity, and creates a system for your assets to be optimized.

The harmonious utilization of each family member's unique abilities can add exponentially to the performance and results for generations to come. Our system recognizes that planning, in its proper role, is truly family leadership supported by an evolutionary, always improving process.

The Quadrant Living Experience™ begins with what is most important to you. It encompasses the optimization of your Core, Experience, Contribution and Financial Assets.

Irving R. Katz, President of Katz Financial LLC is a Quadrant Living ArchitectsTM. He is part of an elite group of professionals  who have been licensed to incorporate The Quadrant Living Experience into their practice and to help you and your family identify, build, and protect your True Wealth™. 

Contact Irving Katz today and build your customized Quadrant Living System
 

 

 

 

 

 
 
 
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