Financial Strategies for Transferring Wealth to the Next Generation

Rachel Thompson rachel.thompson na researchandmarkets.com
Středa Srpen 1 15:17:37 CEST 2007


I enclose details of our latest Wealth Management Video seminar.   
   
The goal of this Video Leadership Seminar is to provide viewers with essential information for transferring estates from generation to generation.  

The DVD is viewable on any computer or iPod (that supports video) and features 100 minutes of live video with Howard Weiss of Bank of America sharing his experience with advising families in wealth transference and his knowledge of the legal, tax, and philanthropic considerations involved.  

The Video Leadership Seminar provides invaluable information for transferring funds, including the steps to take and what to avoid, as well as an overall framework and timeline for how to proceed.   

http://www.researchandmarkets.com/product/dbc83f/video_leadership_seminars_financial   
   
Topics covered in the Video Leadership Seminar include:     
-  Step by step for implementing a wealth transfer plan   
-  Strategies for estate planning   
-  Advice for selecting a wealth advisor    
-  How to avoid common stumbling blocks    
-  Strategies for estate planning   
-  An overview of tax considerations in the wealth transference process   
-  Case Studies of specific situations and what you can learn from them   
   
Samples of the types of questions answered in the Video Leadership Seminar include:   
- How have families historically approached wealth transference in the past?   
- What are the new trends in this area? What are families doing differently?   
- Will this trend continue? What other changes will we see?   
- How is your strategy in guiding wealth transference strategy unique?   
- How do philanthropic efforts factor into wealth transference in today's marketplace?     
- How has tax law changed in recent years? How does this impact families facing wealth transference issues in today's marketplace?    
- What tax issues do families need to prepare for in the future?  What imminent tax issues are on the horizon?   
- If you had to put into words the 5 main things families need to keep in mind when planning for generational wealth transference, what would they be?   
- What are the most costly stumbling blocks/mistakes made in wealth transference?   
- In what precise details is a wealth manager most essential?   
- What services should a wealth manager provide?   
- How can you identify if a wealth manager is not doing their job well? What are the telltale signs?   
      
For a complete overview of this report click on:   
http://www.researchandmarkets.com/product/dbc83f/video_leadership_seminars_financial   
   
Pricing:   
   
DVD : EUR 107   
   


Ordering - Three easy ways to place your order:   
   
1] Order online at http://www.researchandmarkets.com/product/dbc83f/video_leadership_seminars_financial   
   
2] Order by fax: Print an Order form from http://www.researchandmarkets.com/product/dbc83f/video_leadership_seminars_financial and Fax to +353 1 4100 980   
   
3] Order by mail: Print an Order form from http://www.researchandmarkets.com/product/dbc83f/video_leadership_seminars_financial and post to Research and Markets Ltd. Guinness Center, Taylors Lane, Dublin 8. Ireland.   
   


Thank you for your consideration.   

Best Regards,   
   
Laura Wood
Senior Manager
Research and Markets Ltd
laura.wood na researchandmarkets.com   
   


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