Deborah Sims and the Estate Management Group presented another event Feb. 25 as part of the “Engaging Women in Wealth Workshops in 2015” series. The topic at the “Family Legacy Planning” event held at the RSF Golf Club was “10 Questions Every Woman Needs to know About Planning for Her Family and Herself.”
“Sims is the principle of the Estate Management Group. She began her career with Dean Witter 25 years ago in downtown Los Angeles. Within five years, Sims was named Vice President of Great Western Financial Services, an acclaimed Wall Street firm. For the last 15 years, Sims has been practicing as an Independent Financial Advisor.
“Currently, Sims and the Estate Management Group provide financial guidance to women, business owners, and foundations to help them plan their financial future and protect their family legacy.
“Sims’ Estate Management Group is comprised of locally renowned estate planning attorneys and Certified Public Accountants. By structuring a team with outside specialists, Sims is able to provide her clients with access to a variety of services. Estate Management Group is located at 16906 Via de Santa Fe, Rancho Santa Fe, 92067.”
For more information, call 858-756-0004; email email@example.com or visit www.engagningwomeninwealth.com
Photos by Jon Clark.