Description
This session will highlight opportunities for HNW clients among the various fixed income taxable and tax-exempt products, from Treasuries to municipals. Our experts will highlight strategic portfolio design considerations to create customized, tax-efficient solutions for HNW clients. Mini case studies will be used to highlight key opportunities. With a focus on the ultra high net worth client the team will share important benefits for invetors holding individual bonds.
Learning Objectives
How to help clients preserve the wealth they have accumalated. Advisors will learn key oppotunities currently available and how to present them to their prospects/clients. Participants will understand the yield curve and be able to determine the proper place on that curve for various investors.