Building on the prior session, this workshop dives deeper into estate planning techniques that support a smooth business transition and multi-generational wealth transfer. Learn how tools like trusts, gifting strategies, and entity structures can help reduce estate tax exposure, maintain control, and ensure continuity for your business and family.

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Presented by Alexander Lashkari.

Alexander Lashkari is a trusted financial planner to business owners, executives, and high-income professionals who want clarity, confidence, and control over their financial lives. As Vice President of Sales Management at Gold Book Financial, he brings a strategic, relationship-first approach to wealth building, risk management, and long-term planning.

Alexander is known for his ability to simplify complex financial decisions and help clients take meaningful action—whether they’re navigating business growth, succession planning, or preparing for generational wealth transfer. He integrates investment planning, insurance strategies, tax efficiency, and estate coordination to design customized plans that evolve with each stage of life and business.

Starting his career in financial services at just 19, Alexander quickly developed a reputation for results and integrity. He holds FINRA Series 7 and 66 licenses, along with Life & Health Insurance licensing, and works closely with a network of CPAs, estate attorneys, and underwriters to deliver comprehensive, coordinated solutions.

Clients value his calm presence, his strategic thinking, and his genuine commitment to helping them build a legacy that reflects their values.