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Your new client just received a significant sum of money! (either from Lottery winnings, inheritance, divorce, legal settlements, sale of a business, athletes, etc.). Chances are your client is feeling both excited and overwhelmed. This session will provide techniques to create a plan that will help preserve, grow and protect new wealth while avoiding irrational decisions. The panel will also include examples of real-life successes and failures to help guide both financial and psychological decisions.
Learning Objectives:
Identify cash flow, tax, investment, and legal planning necessary to protect your client
Discuss acting as the value added advisor by providing financial, and just as critical, non-financial help
Learning Objectives:
Identify cash flow, tax, investment, and legal planning necessary to protect your client
Discuss acting as the value added advisor by providing financial, and just as critical, non-financial help
Speaker(s):
David
Frisch,
CPA, PFS, CFP,
President,
Frisch Financial Group, Inc.
Theodore
J. Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Sage View Advisory Group