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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 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