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Keeping What You’ve Got – Turning Wealth Generation into Wealth Preservation Seminar
October 13, 2010
Montgomery McCracken and Abacus Wealth Management will present “Keeping What You’ve Got – Turning Wealth Generation into Wealth Preservation” on October 13, 2010, 4:30-6:30 pm in our Philadelphia office.
The following topics will be covered:
Financial Services Reform: Effects on Investment Management
Jill Whitelaw, Of Counsel, Montgomery McCracken
- Accredited Investors,” Hedge Funds and Private Equity Managers
- Trading and Capital Markets Reform
- Broker Fiduciary Duties
Tax and Estate Planning Update
Gary M. Edelson, Partner, Montgomery McCracken
M. Howard Vigderman, Partner, Montgomery McCracken
- Opportunities for Lifetime Gifts in 2010
- New Rates in 2011 – Take Capital Gain in 2010
- A Good Year for Direct Skip Gifts
- Guidance on Roth IRA Conversions, Medical Expenses and Foreign Funds and Holdings
A Sane Way to Preserve Wealth
Spencer Sherman, CEO and Co-Founder, Abacus Wealth Partners, LLC
- Concentrating Investments Loses to Diversification
- Reacting to World and Economic News Loses to Objective Rebalancing
- Education and Expertise Loses to Simplicity and Discipline
Space is limited. Please RSVP by October 4th by emailing events@mmwr.com or calling Stephanie Redding
at (215) 772-7260.
October 13, 2010 at 4:30 PM – 6:30 PM
123 South Broad St.
Philadelphia, Pennsylvania
United States