Generational Promises - Top of the Table 2022
- cesarlopez7
- Oct 29
- 1 min read
In 2022, Mr. Lopez had the privilege and honor of presenting at MDRT Top of the Table in San Diego, California, sharing a message that continues to resonate deeply within our industry.
His talk explored the importance of building generational wealth, the unique complexities of cross-border planning, and the real-world trials and triumphs that shape an advisor’s journey. With families becoming increasingly global, his insights are even more relevant today—highlighting the need for thoughtful guidance, cultural understanding, and long-term perspective.
César’s story reminds us that success is not linear; it’s a combination of resilience, service, and a commitment to helping clients create a legacy that spans borders and generations.
📽️ Watch the full reel here
