This session will discuss strategies to help manage and protect assets and investments, including employee stock options. It will also cover the basic elements of estate planning. Attendees will learn about:

Strategies to help minimize market, tax and longevity risks; the investment spectrum; and importance of diversification
Employee stock options and factors to consider when exercising them
Protecting assets as they accumulate, using life, disability income and long-term-care insurance
Estate creation, distribution and protection, and minimizing taxes for heirs
Common estate-planning mistakes and how to avoid them

Alex Tomei

Associate, Vital Planning Group, LLC

Appearances