Eligible for one CFP Board® CE credit and one IMCA® CE credit.
With the stock market at record heights, interest rates steadily ratcheting up and the possibility of tax reform, wealthy investors are seeking advice on how to mediate the risk of concentrated single-stock positions and incorporate them into their tax-management and estate planning strategies. In this webinar, Thomas, Nischal and Elizabeth will discuss a variety of tools and techniques advisors can use to help these clients:
•decide in a logical, rather than emotional, way to maintain or liquidate some or all of their single-stock positions;
•manage single-stock risk on a short-term basis;
•diversify out of their concentrated positions in a tax-efficient manner; and
•reduce their downside risk on a long-term basis without relinquishing ownership of their shares or capping their upside.
Thomas, Nischal and Elizabeth will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.