Estate Planning - Now!
Estate planning, always an important element of a comprehensive financial plan, has taken on increased importance and urgency, especially for high net worth individuals. The confluence of potential expiration or repeal of increased exemptions, curtailed planning strategies, historically low interest rates and depressed asset values results in opportunities our clients my not see again in their lifetimes. This session will discuss this background, detail planning strategies and provide relevant examples of opportunities your clients should be considering NOW to protect and preserve their wealth for themselves and generations to come.
- Interpret the impact of the current and potential economic, political and regulatory environment on estate planning strategies
- Gain greater understanding of applicable estate planning strategies for high net worth individuals
- Describe how to integrate and communicate advanced estate planning strategies to achieve client goals
Richard P. Rojeck, CFP®, AIF®
Financial Advisor, Sagemark Consulting
Rich has been in practice for 30+ years, working primarily with high net-worth individuals. He is a CFP professional and holds the AIF designation. He served on the board of the IAFP for six years and was Chair in 1999. He also served on the board of the CFP Board of Standards from 2010 to 2015, and was Chair in 2015. He has an undergraduate degree in business from Oregon State University and a MBA from San Diego State University. He is the author of Wealth, the Ultra-High Net Worth Guide to Growing and Protecting Assets, published by Palgrave MacMillan.
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