{"id":6690,"date":"2017-09-12T16:01:02","date_gmt":"2017-09-12T20:01:02","guid":{"rendered":"http:\/\/naahpconference.org\/?p=6690"},"modified":"2017-10-23T16:54:39","modified_gmt":"2017-10-23T20:54:39","slug":"the-importance-of-wealth-management-planning","status":"publish","type":"post","link":"https:\/\/naahpusa.org\/conferences\/2017\/the-importance-of-wealth-management-planning\/","title":{"rendered":"The Importance of Wealth Management"},"content":{"rendered":"<p>Wealth management encompass all parts of a person&#8217;s financial life. It is a holistic approach in which a single manager coordinates all the services needed &#8212; \u00a0investment management, wealth structuring, credit and banking &#8212; to manage your money and plan for your family&#8217;s current and future needs.\u00a0 In this session, we will dig deeper into the fundamentals of wealth planning to help you:<\/p>\n<ul>\n<li><strong>Preserve<\/strong> your wealth \/ Is your current investment strategy achieving your desired goals?<\/li>\n<li><strong>Help<\/strong> build a legacy \/ How do you protect or grow your wealth and create a legacy?<\/li>\n<li><strong>Share<\/strong> your wealth with the next generation \/ Do your children or grandchildren have the financial education needed to be good stewards of family wealth?<\/li>\n<li><strong>Plan<\/strong> for growth and succession in your private business \/ Do you have a plan in place to build, grow and sell your business that protects your assets and provides more value for you and your family and less for Uncle Sam?<\/li>\n<li><strong>Support<\/strong> charitable causes that are important to you \/ How do you support charitable causes with gifts of specialty assets \u2013 art, securities, business partnerships and real estate \u2013 that provides maximum benefit for you and the charity?<\/li>\n<\/ul>\n<p><strong>Speakers\/Panelists:<\/strong><\/p>\n<section class=\"profile-list grid\"><div class=\"profile\"><a href=\"https:\/\/naahpusa.org\/conferences\/2017\/profile\/lee-parker\/\" title=\"Lee Parker\"><div class=\"img\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"200\" src=\"https:\/\/naahpusa.org\/conferences\/2017\/wp-content\/uploads\/2017\/10\/lee-parker.jpg\" class=\"attachment-medium size-medium wp-post-image\" alt=\"\" srcset=\"https:\/\/naahpusa.org\/conferences\/2017\/wp-content\/uploads\/2017\/10\/lee-parker.jpg 150w, https:\/\/naahpusa.org\/conferences\/2017\/wp-content\/uploads\/2017\/10\/lee-parker-113x150.jpg 113w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/div><\/a><a href=\"https:\/\/naahpusa.org\/conferences\/2017\/profile\/lee-parker\/\" title=\"Lee Parker\"><h1>Lee Parker<\/h1><\/a><h2>Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management<\/h2><div class=\"clear\"><\/div><\/div><div class=\"profile\"><a href=\"https:\/\/naahpusa.org\/conferences\/2017\/profile\/raymond-janvier\/\" title=\"Raymond Janvier\"><div class=\"img\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"200\" src=\"https:\/\/naahpusa.org\/conferences\/2017\/wp-content\/uploads\/2017\/10\/raymond-janvier.jpg\" class=\"attachment-medium size-medium wp-post-image\" alt=\"\" srcset=\"https:\/\/naahpusa.org\/conferences\/2017\/wp-content\/uploads\/2017\/10\/raymond-janvier.jpg 150w, https:\/\/naahpusa.org\/conferences\/2017\/wp-content\/uploads\/2017\/10\/raymond-janvier-113x150.jpg 113w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/div><\/a><a href=\"https:\/\/naahpusa.org\/conferences\/2017\/profile\/raymond-janvier\/\" title=\"Raymond Janvier\"><h1>Raymond Janvier<\/h1><\/a><h2>Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management<\/h2><div class=\"clear\"><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>Wealth management encompass all parts of a person&#8217;s financial life. It is a holistic approach in which a single manager coordinates all the services needed &#8212; \u00a0investment management, wealth structuring, credit and banking &#8212; to manage your money and plan for your family&#8217;s current and future needs.\u00a0 In this session, we will dig deeper into [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[253],"tags":[],"class_list":["post-6690","post","type-post","status-publish","format-standard","hentry","category-breakout-sessions"],"_links":{"self":[{"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/posts\/6690","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/comments?post=6690"}],"version-history":[{"count":3,"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/posts\/6690\/revisions"}],"predecessor-version":[{"id":7154,"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/posts\/6690\/revisions\/7154"}],"wp:attachment":[{"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/media?parent=6690"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/categories?post=6690"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/naahpusa.org\/conferences\/2017\/wp-json\/wp\/v2\/tags?post=6690"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}