Fall Seminar

Date: Friday, October 21, 2022
Time: 8:00am - 4:00pm
Location: Community Hospice - 4368 Spyres Way
Speaker: Michael Gregory; C. David Spence; Tom Oliveira

We are looking forward to a great Fall Seminar.  Below is a quick recap of the speakers and the topics they will be presenting on.

Michael Gregory – (1) Collaboration with the Great Wealth Transfer and (2) How to Avoid and What to Do if Audited by the IRS

Mike is an expert, speaker, and author helping organizations and clients de-escalate, resolve conflict and negotiate winning solutions in business to government (IRS), business to business and within businesses (succession planning, board of directors, management).

As a speaker and consultant Mike provides considerable energy in serving clients broadly as a problem solver in diverse environments.

Mike does this by helping clients overcome conflicts by focusing on underlying concerns and working towards problem resolution.

By providing keynote presentations, workshops, seminars, training, and executive sessions, Mike helps participants improve listening skills, develop better relationships, and negotiate win-win solutions. Mike assists clients with business to business issues, within business issues and with IRS issues.

As a member of the National Speakers Association Michael Gregory provides dynamic, energetic, interactive, presentations and services to clients as a consultant. See the Speaker Kit. Having given over 300 presentations, Mike is experienced at facilitating training in workshops, seminars and virtual interactive sessions.


C. David Spence – Top Tax Techniques, Traps, Trip Cords and Rip Cords with Multistate Trusts

For nearly 30 years, Mr. Spence has provided his clients with innovative planning strategies for protecting and optimizing family wealth, through tax, estate, trust, business and philanthropic planning. He brings this extensive experience to bear not only in traditional estate planning contexts, but also in the context of tax and wealth planning in advance of major liquidity and business funding events and in preparation for immigration or emigration.

Mr. Spence's clients are domestic and international individuals, families, businesses, charitable organizations and corporate fiduciaries.  In his long career, he has advised some of the largest, and most complex estates in the world.  They engage him for his innovative, outside-the-box thinking, but he is just as comfortable advising Silicon Valley entrepreneurs and helping family businesses become multi-generational.


Tom Oliveira, Oliveira Wealth - Life insurance in estate, liquidity and accumulation planning

Tom began his career in 1994 with the Northwestern Mutual.  As a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) he helped his clients and advisory relationships with advanced life insurance strategies, concepts and designs.  Focusing on high net worth individuals and businesses he found that tax efficiency and creative planning in that environment was a rewarding endeavor.   He founded Oliveira Wealth, currently a SEC registered RIA, in 2006 with a desire to offer his clientele premier wealth management, customized investment and estate services to successful families and businesses.  Being able to discuss investments as well as life insurance planning has allowed him to craft a unique offering and value to the community.

See Upcoming Event Calendar