Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives in an effort to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter:
Principal Bill Payne was joined by PRW’s Director of Advanced Planning Ted Dziuba this past February at Lion Street’s 2019 Institute summit. The annual three-day event in Austin, TX showcased technical deep-dives into some of the industry’s most innovative investment and insurance strategies. Some highlights from Institute included an update on the markets by Dr. Quincy Krosby, Chief Market Startegist for Prudential; a discussion on tax reform and what can be expected in the next two years of the Trump presidency by Ken Kies, Managing Director of The Federal Policy Group, LLC; and a well-received presentation by Family Governance expert Tom Rogerson on “Preparing the Family, the Structures, and the Assets for a Generational Legacy”.
Partner & Chief Investment Officer Elliot Herman will be moderating a panel entitled “Family Governance: Maintaining and Growing Wealth” at the Private Wealth New England conference in Boston at the end of the month. The panel will focus on ways families can develop and implement a family governance structure to help protect wealth and prepare the next generation of the family for that wealth.
Janice Forgays, PRW’s Estate and Wealth Management Counsel, attended an exclusive talk for Vermont Law School Trustees featuring Robert Fiske, former Special Prosecutor in the Whitewater investigation during the Clinton administration. Attorney Fiske’s talk focused on the role of the Independent Counsel and Special Prosecutor from Archibald Cox (Watergate) to Robert Mueller (Russian election interference) and provided tremendous insight into these high-profile investigations. Janice also participated in forums on Estate Planning for Art and Collectibles; Using Tech to Improve Your Estate Planning Practice; and The New Code Section 199A Tax Deductions for Pass-Through Businesses.
Chief Compliance Officer & Director of Wealth Management Services, Cathy Dolphyn, attended three webinars over the past few months.The safety of your information and assets being a top priority for PRW, Cathy attended, “Cybersecurity for financial advisors: What you need to know and how to talk to clients” in December. To stay on top of ever-changing regulations and technology, she attended January’s “Conquering Current Compliance Challenges”. Always in search of new ways to improve our services, Cathy took advantage of a webinar, “A Week in the Life of a Successful Financial Advisor”. Regularly availing ourselves of these offerings allows us to stay current and pass along any new wisdom we glean.
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