We are pleased to announce that the FPA CT-Fairfield County and Greater New Haven Chapters will be co-hosting an educational program on Wealth Planning Across Life Stages: Strategies for Clients in Three Key Generations, presented by Jeffrey R. Brooks, JD, a wealth strategist at Capital Group/American Funds, on Tuesday, August 13, at Riverview Bistro in Stratford.
During this one hour presentation, which has been accepted for one CFP CEU, Jeff will dive deep into the income tax, estate tax and wealth transfer planning factors and strategies unique to three key generations: Millennials (20s and early 30s), Gen X (late 30s through early 50s), and Baby Boomers (mid-50s through early 70s). Specific topics to be discussed include:
• We don't give - Tax or Legal Advice
o We do give
Income tax, estate tax and wealth transfer education re its application in the financial services industry
Developing and cultivating relationships in the professional community (lawyers, accountants)
Share best practices in the HNW space
• Information topics
o How to deal with fiduciary relationship?
Executors, Trustees, Guardians, etc.
o Info for - trustee of trust(s) and successors
o How to work best with attorneys
o New laws - regarding trusts
Example SLATS - Spousal Lifetime Access Trust
o New tax law environment - best strategies
Learning Objectives: At the end of this session, attendees will (1) Understand the key income tax, estate tax and wealth transfer planning factors and strategies unique to each generation that need to be considered, (2) Understand the new laws regarding trusts and the new tax law environment, and (3) Understand the importance of developing a network of trusted relationships with attorneys and accountants that can provide the advice necessary to ensure a comprehensive estate plan is designed that meets a client's specific needs.
Level of Complexity: Intermediate
Please click on "more event details" for speaker bio and registration info.