Join us at our Member Meeting
August 26, 2020
Innovative Solutions Incorporating Legal Strategies & Insurance
Robert W. Larsen, The Rushmore Group
Both In-Person and Virtual Attendance Available
In-Person Attendance: Members $35 and Non-members $45, Virtual Attendance: No Charge
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California 92660 • www.pacificclub.org
11:30am to 12:00pm - Business Networking
12:00pm to 1:00pm - Lunch Presentation
Limited and spaced seating. Standard Orange County mask and distancing rules will apply to all in person gatherings.
Click Here to Register Online
12:00pm to 1:00pm - Presentation
Click Here to Register Online
Bob began his career in the financial services industry in 1965 with the New York Life Insurance Company. In 1967 Bob entered the management ranks of the company and by 1975 had, as General Manager of his agency, led that agency to the top position company-wide. In 1981, Bob resigned from New York Life and formed the consulting company The Rushmore Group Inc. Based in Newport Beach, California, The Rushmore Group was organized to assist corporate owners and high-net-worth individuals protect their corporate assets and maximize the value of tax strategies using well-proven but not openly known techniques and strategies.
The Rushmore Group research team spends more than twenty-five percent of its time strategizing with men and women across the country with the brightest legal and accounting minds to analyze and understand how to use unique ideas to realize our clients’ dreams. As a result of the high-level professional relationships and membership in the London-based Society of Trust and Estate Practitioners, also known as T.E.P., the Rushmore Group team, led by Bob, displays a seasoned understanding of the needs of high-net-worth individuals and successful business owners and the strategies that can change the outcome of their life’s work. Bob places a special emphasis on the simplification of complex concepts as they relate to business, family and personal client goals.
Bob has authored and co-authored many publications, such as the article published in the prestigious “Journal of Taxation”, and is frequently asked to speak at national industry events and education seminars for accountants, lawyers and community business leaders. The Rushmore Group’s high-net-worth clientele reflects our level of expertise and respect and reads like “Who’s Who” in the business and professional communities
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.
STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org