Brian Lazorishak, Senior VP and Senior Portfolio Manager for Chase Investment Counsel discusses market and investment strategies and the future of interest rates.
Julie Sherlock, Vice President, Premier National Underwriting Manager, Fine Art Practice Leader at ACE Private Risk Services discusses the steps high-net-worth individuals and their advisors should take to protect their valuable fine art collections.
Keith E. Gregg, President of Aequitas Capital Partners, discusses the challenges facing RIA's today when it comes to growing their practice, and the role his company plays.
Joe Franklin, President of Franklin Wealth Management, talks about the different types of high-net worth clients and the best practices for financial advisors working with them.
Ted Hart, Chief Executive Officer of CAF America, discusses the background of his donor-driven organization and details the process of international giving.
For more information on CAF America, visit www.CAFAmerica.org.
Mike Piershale, President, Piershale Financial Group, discusses the first steps financial advisors should take with clients who have just come into a great deal of wealth.
WeiserMazars Wealth Advisors' David Weinstock talks about the role life insurance plays in estate planning for those of moderate wealth.
Watch Part 1 here.
WeiserMazars Wealth Advisors' David Weinstock talks about the role of life insurance in the estate planning process given the current $5 million-plus exemption environment.
Watch Part 2 here.
