Asset Protection

Date: Tuesday, May 17, 2011 Time: 11:30am - 12:45pm
Location:  Grill & Highland Room, Park City Club, 5956 Sherry Lane, Suite 1700  map

Topics Covered

Legally protect your assets from creditors in today's litigious society

  • Protection with investment tools
  • Protection with legal instruments
  • The limitations of protection
  • What methods don't work

Speaker

Dan Saur
Dan Saur
Dan Saur grew up in the DFW Metroplex. In 1983, in just his second year of university studies, Dan earned his Commercial Pilot's Certificate and was certified as a flight instructor. During the next two years, while finishing his undergraduate studies, he worked as a flight instructor and a charter pilot. He earned his undergraduate degree in 1985 and a Master's degree in 1992. He passed the Uniform Securities Agent State Law Exam (Series 63) and two General Securities Exams, the Series 7 and 2.

He is also a General Lines Agent in the state of Texas. Dan has been in the financial services industry since 1993. He is a well-known speaker regularly sought after by local groups. In addition to running a successful advisory practice, Dan also mentors other advisors around the country. In 2006, Dan was recognized as "Mentor of the Year".