Estate Planning & Exiting Your Business - Webinar Workshop

SCORE - Orange County, CA
Jul 14
1 min read

SCORE Webinar Workshop by Alexander Lashkari

Wednesday July 16th | 2:00 PM - 3:00 PM

This workshop breaks down the essentials of estate and business planning—what every business owner needs to know. You’ll learn how to protect your family, plan for the future of your business, and use tools like wills, trusts, and life insurance to reduce taxes and ensure a smooth transition. We’ll cover real-life examples and simple strategies to help you make informed decisions today that will benefit your business and loved ones tomorrow.

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 GoldBook 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.