Professional Advisor Series: Managing Wealth in Down Markets

This year has seen negative market performance strongly correlated among “diversified” asset classes. Investors are struggling to “hold tight” in their asset allocations and are confused as to how to find opportunity in these difficult markets.

Please join The San Francisco Foundation for a panel discussion as we examine estate planning, tax, and wealth management strategies that make sense in today’s economic environment. The panel will also discuss possible future federal tax law changes.  Lunch will be provided.

Moderator:

• Kristi Kuechler

     Senior Managing Director, Institute for Private Investors

Panelists:

• Francis Dubreuil

     National Managing Director, Bernstein Global Wealth Management

• Divesh Makan

     Executive Director, Private Wealth Management, Morgan Stanley

• Alfred Peguero

     Partner, Personal Financial Services, PricewaterhouseCoopers

Continuing education credit for attorneys and CPAs. Credit pending for CFPs and CTFAs.

Please RSVP by October 24th to Courtney King at 415-733-8571 or crk@sff.org.