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November 9-10, 2021
W Chicago City Center

Richard Baer
Co-Founder and CEO at Legacy Capital Group

Profile

Richard Baer, Co-Founder and CEO of Legacy Capital Group California in Los Gatos, has been in the financial services industry since 1976.  A graduate of San Jose State University and the University of San Francisco School of Law, he is a Certified Financial Planner (CFP), a securities-licensed Registered Representative (FINRA), a non-practicing attorney, and holds a real estate broker’s license, as well as life and disability insurance licenses.  Richard has expertise in estate planning, sophisticated life insurance portfolio designs, complex stock option planning, entrepreneurial philanthropy and risk-management of investment accounts.  His firm, Legacy Capital Group, is located in the heart of Silicon Valley and has extensive experience working with entrepreneurs, technology company executives and closely held business owners.  Richard has two children.  In his leisure time, he enjoys golf, musical theater, travel, yoga and hiking.

Agenda Sessions

  • Modernizing estate planning with PPLI

    9:00am
  • RIA Panel – case studies on utilizing PPLI for clients: what works, what doesn’t, how it fits as part of a broader wealth management plan

    2:10pm