The Solution for Efficient Ways to Transfer Wealth

Thursday, March 11th
11:00 AM - 12:00 PM PST
2:00 PM - 3:00 PM EST

2021 offers competing challenges for your wealthier clients: a possible new tax regime, higher taxes, continuation of a pandemic, and equity and asset valuations at all-time highs…..but there is a solution to any planning chasm that may arise on the journey to battle against these obstacles to prosperity. That solution is found in efficient ways to transfer wealth.

John Reed who helps lead the team at Balanced Strategies, will be presenting on the harsh possible realities of a possible new tax regime, higher taxes, continuation of a pandemic and equity and asset valuations at all-time highs. John will be focusing on solutions provided by the low-interest rate environment to help your wealthier clients mitigate and be resolute in efficiently transferring wealth from one generation to another. John will be highlighting a specific success that he and his team had using a stylized approach to premium financing, which helped to solve problems both known and unknown to the client and their advisor.

We will be covering the following:

  • Identifying opportunities to transfer wealth.
  • What are some current solutions available in the marketplace?
  • Why sometimes in makes sense to bring in an outside expert to help with case design and administration?
  • How to apply a concept like premium financing to a wealth transfer solution?
John Reed helps wealth holders, advisors, and strategic partners implement and maintain advanced wealth/business protection and transfer strategies. He currently serves as a Finance Commissioner to the city of Newport Beach, CA, is the immediate past president of The Elite OC: Young Professionals Giving Back, and is a graduate of University of Cincinnati where he received his BS/MS in Aerospace Engineering and MBA. He is an avid reader, competitive sailor, and international traveler.
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