Join us for Advanced Wealth Management Strategies

Life insurance companies and trust services divisions of banks provide complex financial planning solutions to businesses and high net worth individuals and their families. Defined benefit pension funds and life insurance companies are both key annuity providers creating lifetime income leveraging actuarial tables and financial markets. Is it possible to replicate the value of a CalPERS pension? 

Walk through the financial planning process using case studies of high-net-worth individuals using advanced wealth management strategies and tools which include:

• Tools for understanding clients’ risk tolerance
• Proprietary software to calculate Roth conversions, Medicare premiums and the widow’s tax
• Portfolio management solutions
• Preventing a tax bomb through intergenerational tax planning
• Demonstration of Morningstar Advisor's MoneyGuide Pro’s advisor financial planning software 
• Leveraging annuities to delay taxable income distributions
• Understanding the different types of annuities and their application
• How age, gender and health ratings impact the performance and pricing of life insurance products
• Tax advantages of annuities and life insurance
• Customized charitable giving strategies beyond donor advised funds
• Avoiding common retail investor traps

Join us and our Featured Speakers, Donnie Nielsen, CFA, CFP, CEPA and Ashley Tangeraas for our first luncheon event of the year!

Wednesday, January 15th
11:45 am - 1:00 pm PT

CalPERS
400 Q Street - Room 1770
Sacramento, CA 95811

Register Now!