PFP2116 - PFP2116. Sudden Wealth

Description

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
• Jeremiah W. Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management