Event Calendar
Help for this page My CE Transcript
Hosted by Fairfield County Chapter of FPA Connecticut

Jointly with FPA Greater New Haven: Wealth Planning Across Life Stages: Strategies for Clients in Three Key Generations


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.

More Event Details

Tuesday, August 13, 2019
11:30 AM - 1:30 PM

Location

Riverview Bistro
946 Ferry Boulevard
Stratford   CT   06614
(203)690-1616
 
Website for Location
Map for Location





Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account


Non-Member Advance Registration Fee

Registration Fee
Member
Free
  Through  August 13 Free
See "More Event Details" for registration info
Non-Member
$30.00
Through  August 13 $40.00
See "More Event Details" for registration info