Wealth Forum 2009 Announced To Help High Net Worth Investors Find Ways To Preserve Their Wealth and Estates Despite the Financial Crisis and New Estate TaxesGREENWICH, CT -- The Wealth Forum 2009 (www.WealthForum2009.com) is a one day conference to help high net worth investors and their financial and estate advisors to adjust to the new financial and tax realities in order to preserve their wealth and estates, in light of current investment risks and evolving estate and inheritance taxes. The event will be held April 1, 2009 at the Yale Club in NY.
According to conference co-chairman Wayne Cooper "Like many of you, I have learned the hard way that having money creates its own set of problems. With the severe recession, a new administration in Washington, and many other changes taking place, many of us need to revisit key decisions we have made, such as how we protect, invest and even give away our money. The context today is very different from when we originally made many of these decisions. There are plenty of advisors out there more than willing to help us, but which ones can we trust? While some advisors have real expertise and uphold the highest ethical standards, others do not."
Get the answers you need to successfully navigate in these dangerous times when you register to attend Wealth Forum 2009. It's one of the smartest and safest investments you can make right now.
At this one-day event you will:
• Profit from predictions by top experts on what they think will happen in the financial markets—including stocks, bonds, hedge funds, real estate, private equity and alternative investments—and how you may want to adapt your investment strategies as a result.
• Protect your estate by learning what other savvy investors are doing about advisor reviews and oversight, diversification and re-allocation decisions, and risk management strategies.
• Preserve more of your estate from income and estate taxes when you learn about impending tax law changes and some smart tax saving moves you should implement before the laws take effect.
At Wealth Forum 2009, you'll also have time to network with your peers—other like-minded investors who are struggling with similar issues and who, like you, have questions and concerns about the best way to protect their investments. Exchange ideas about what's working—and what's not—and share best practices that could help you better manage your portfolio and your estate.
You'll also have the opportunity to exchange ideas with top advisors from other wealth management disciplines: investment advisors, private bankers, alternative investment managers, CPAs, trust and estate attorneys, family office executives, and more. It's your opportunity to learn from some of the brightest minds in wealth management today.
Confirmed speakers include:
Sam Stovall, Chief Economist, Standard & Poors
Michael Santoli, Columnist, Barron's
Johnathan Rikoon, Chair, Trusts & Estates, Debevoise & Plimpton
Richard Kohan, Partner, PriceWaterhouseCoopers
John Skjervem, SVP, Northern Trust
John Benevides, President, Family Office Exchange
You'd pay thousands in fees for a consultation with just one of these speakers. But at Wealth Forum 2009, you'll get advice from these and 12 other experts, all for one low registration fee of only $795. And your satisfaction is guaranteed.
The event is produced by Wealth Management Exchange (http://www.wealthmanagementexchange.com/ ) and Wealth Manager and Investment Advisor Magazines, and is sponsored by Barron's Magazine, Trusts & Estates Magazine and The NY Society of Securities Analysts.
Because of the exclusive nature of this event, seating is limited, so don't delay. Register today to make sure you don't miss this important event..
To register, or for more information, click here or go to http://www.wealthforum2009.com/ . Or to register by phone, please call 203-930-9797.
For more information, please visit our website at http://www.WealthForum2009.com or contact:
David Beck
Wealth Management Exchange
One Sound Shore Drive, Suite 102
Greenwich, CT 06830
203-930-9797
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