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Private Wealth Management Webcast:  Planning Check-up for Challenging Markets

Event Description

Tuesday, July 21
12:00 PM - 1:00 PM 
 
Although times like these can be challenging, they also serve as a reminder of what's truly important, with family sitting at the top of that list. As many of us are rearranging our schedules and priorities to adapt to the new normal, it's a good time to check in with your clients and take stock of the planning measures they have in place to take care of themselves and their loved ones.
 
A planning check-up with your clients should include both a review of the planning that is already in place, as well as a look forward to evaluate any planning opportunities that may leverage a bear market. In the webinar, we will identify important planning considerations for these difficult times, starting with a "back to basics" check-in, and moving on to wealth transfer and tax planning opportunities that may be relevant to certain clients.
 
Our presenter is Jeffrey R. Brooks 
Mr. Brooks is a wealth strategist at Capital Group, home of American Funds. He has 22 years of industry experience and joined Capital Group in 2018. Prior to joining Capital, Jeff worked in the role of senior wealth strategist at UBS Financial Services and before that in a similar role at Merrill Lynch/Bank of America.  
 
Earlier in his career, Jeff practiced law exclusively in the areas of probate, trust and estate administration and worked for a Probate Court. He received a juris doctor degree from the University of Missouri, Columbia and holds a bachelor's degree in journalism (broadcast sequence), also from the University of Missouri, Columbia. Jeff is based in Los Angeles.   
 
Registration is free of charge.
 
Click here to register. 
 
Thank you to Capital Group for producing this webinar.

Speaker

 

Event Type

Society; Featured

Education Topic

 

Start Time

7/21/2020 12:00 PM

End Time

7/21/2020 1:00 PM

Event City

Online

Event State/Province

 

Location Info

 

CE Credits

N/A

Member Price

N/A

Non-Member Price

N/A

Candidate Price

N/A

Registration

Registration is free of charge.
 
Click here to register.

All Day Event

 

Recurrence

 

Person or Group

 

Event Link

Private Wealth Management Webcast: Planning Check-up for Challenging Markets

Event Link Leads To New Tab

Yes

Event Short Info

In the webinar, we will identify important planning considerations for these difficult times, starting with a "back to basics" check-in, and moving on to wealth transfer and tax planning opportunities that may be relevant to certain clients.

Attachments

Content Type: MyCFA Calendar
Created at 6/29/2020 2:51 PM by lkong@cfaphil.org
Last modified at 6/29/2020 2:52 PM by lkong@cfaphil.org