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Financial Planning Jargon for Estate Planners

Wednesday, December 18, 2019 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

To register for this event, please log in to the Boston Bar web site.

Description:

This program will focus on an:

  • Overview of asset classes, investment philosophy, & risk management in trust portfolios
  • Comparison of different investment vehicles and considerations depending on portfolio needs, tax treatment, objectives & fiduciary considerations and,
  • Important aspects of coordination between Financial Advisors, Estate Attorneys, & trustees

Registration Categories:
BBA Member – Free. Included as part of your membership.
Non-Member - $100.00

Sponsoring Section/Committee(s):

Speakers:

 

Contact:

Jenna Kim
jkim@bostonbar.org

 

BBA Event Calendar