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