Over-Rated? How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning
Please join BCEPC for our next seminar, Over-Rated? How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning, presented by Thomas J. Pauloski.
Topic: The presentation will cover the how the current interest rate environment intersects with estate planning and wealth transfer strategies. The consequences of slower growth and higher rates will be analyzed in detail, giving advisors the information that they need to make informed decisions for the future. The effectiveness of several planning strategies will be investigated to identify strategies that may thrive in today's rapidly changing economic picture.
Venue: Folsom Field, Rooftop Terrace and Lounge, 2400 Colorado Avenue, Boulder, 80305
Parking: Please park in the Folsom Parking Garage (2150 Stadium Drive), enter validation code E98053371 in the pay machine located near the elevator in the Northwest corner of the garage. Take the elevator to level 1, exit the building and walk across the plaza to the entrance of the Champions Center, and take the elevator to the 6th floor. Please see the attached map.
Meeting: Check-in and networking will start at 11:30 a.m., and lunch and the presentation will commence at 12:00.
This seminar is open to guests, so please invite a colleague or client to join you. You can add your guest when you register.
Presenter:
Thomas J. Pauloski is a National Managing Director of Wealth Strategies; he works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Tom was appointed a National Managing Director in 2009. Prior to joining the firm in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Tom is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service.
Thank you to our Meeting Sponsor, Bradley Gadomski and Bernstein!
