Chief Executive Officer Northeast Private Client Group Roseland, New Jersey
This session is a comprehensive program tailored to OMSs seeking to secure their financial future and leave a lasting legacy for their heirs. Going beyond immediate financial goals, the session will emphasize strategies to accumulate, protect and pass on wealth for generations to come. A wide spectrum of financial planning aspects will be covered, including investment diversification, tax-efficient strategies and estate planning. Attendees will gain insights into safeguarding their assets, optimizing wealth transfer and minimizing tax liabilities.
Learning Objectives:
At the conclusion of this presentation, participants should be able to:
Analyze multigenerational wealth and its significance in financial planning.
Determine effective wealth-building strategies that span generations.
Develop a roadmap for creating and preserving wealth that extends far beyond their own lifetime.
Construct an initial assessment of estate planning needs.
Identify key principles of effective financial planning.
