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,
Capital One Investing
- Jeremiah
W. Doyle,
IV, Esq., BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law),
SVP/Family Wealth Strategist,
BNY Mellon Wealth Management
