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AICPA & CIMA ENGAGE 2021


PFP2116 - PFP2116. Sudden Wealth


Jul 27, 2021 9:30am ‐ Jul 27, 2021 10:45am

Standard: $49.00

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
Tags: PFP CFP

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