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Portal Login Schedule Call

Diazo Mid-Year Update 2024

June 26th, 2024
5pm-9pm

We at Diazo would like to thank all of our speakers and attendees of our second annual Mid-Year Update. We covered an array of topics -- Diazo's highlight of Multi-Generational Planning, a Market Update for the first half of 2024, and insight into a few estate planning solutions offered by our partner. Please enjoy the videos below, as we have broken them out by subject for convenience to watch any parts of the presentation you specifically feel warrant a deeper dive.

Laura Long, Founder | Diazo LLC

Laura kicks off the event with some opening remarks about the upcoming speakers and the topic of Multi-Generational Planning.

Justin J Long CFP®, Lead Advisor | Diazo LLC

Justin speaks about some of the benefits and key aspects of Multi-Generational Planning and its impact on Diazo clients.

John Michaelson, Owner | Michaelson Law

John discusses examples of Estate Planning tools that can be utilized within Multi-Generational plans.

Michaelson Law is independently owned and operated. John Michaelson is not a client of Diazo, LLC, nor has he received any cash or non-cash compensation for his endorsement.

Mark Corcoran CFA®, Portfolio Manager | OCIO

Mark Corcoran addresses the first half of 2024’s market conditions, a look forward into the coming quarters, and overall market conditions.

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