An informative, 30-minute session with industry experts as they review the current estate market, conditions and transferring wealth, implications of selling your practice internally or externally and creating a legacy.
In just 30 minutes gain insight of:
- Estate Planning and the Current Estate Tax Environment
- The Market for Dental Practices and how it impacts your personal financial goals.
- How decisions made today may impact the legacy you leave for your loved ones.
Speakers
Phil is entering his 30th year with RBC Wealth Management and has helped professionals navigate their investing, estate planning services, retirement planning, insurance, and cash flow needs. Phil has been honored to work directly with the NJDA, in managing their investment portfolio, as well as several members personal wealth management needs.
Dan works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.
He received his Bachelor of Arts degree in economics from Fairfield University and an MBA in finance from Fordham University Gabelli School of Business. Dan holds the CERTIFIED FINANCIAL PLANNER™ credential and the ChFC® designation. He also holds the Series 6, 7, 24, and 66 securities licenses.
