A Breakfast Event on March 12, 2019 from 7:30 - 9:00am
Alliance Trust Company (a FACC-MN corporate member) is organizing a discussion on Asset Protection in Minnesota from market to legal risks. Who is at risk and for how much? Is it true that a creditor can seize my car for $4,600 or my IRA for $69,000? Our expert panel will lead a lively discussion.
Date and Time: March 12, 2019 from 7:30 - 9:00amLocation: Seven Steakhouse - 700 Hennepin Ave, Minneapolis, MN 55403Schedule: 7:30 - 8:00am Registration and coffee, 8 - 9am ProgramCost: Free, however, RSVP required to email@example.com
Brian Wevergergh - Market Leader, BlackRockGreg Crawford - President, Alliance Trust Company of NevadaMichael Redden - Attorney, Redden Law
Market outlook and investment implications of balancing risk and reward - What can I do to protect myself?What other risks are impacting my wealth - Is it true that a creditor can seize my brand-new Suburban for $4,600? What about my IRA or my house?What can I do to protect myself and my family? Protecting Wealth: Different strategies to manage risk - from LLCs to Asset Protection TrustsAsset Protection Trust basics: Why, What, Who, and HowCase studyWhy are Asset Protection Trusts popular in California but not Minnesota?
Who Should Attend:
AttorneysFinancial AdvisorsWealth ManagersSmall Business Owners / Doctors / Dentists
Brian Weverbergh, CIMA® is a Market Leader with BlackRock. He serves financial advisors in the states of Minnesota, North Dakota and South Dakota. Prior to joining the firm in 2016, he was a Regional Vice President for Allianz Global Investors based in Minneapolis, MN.
Mr. Weverbergh earned the Certified Investment Management Analyst (CIMA®) designation through the Investment Management Consultants Association in conjunction with the Yale School of Management. He earned a B.S. in Business Administration with a concentration in Finance from Ithaca College.
As president of Alliance Trust Company of Nevada, Gregory E. Crawford develops strategy, drives growth, and oversees operations. For two decades, Greg has designed and implemented asset management and asset protection plans for multi-generational families in the United States and abroad for some of the largest institutions in the world. This work involves comprehensive financial planning, portfolio design, business entity structure strategy, and sophisticated estate planning techniques.
Greg is a regular speaker on the benefits and advantages of Nevada trust situs at law school conferences around the country. A native of Menlo Park, California, Greg holds a Bachelor of Arts from the University of California, Davis, and a Master of Health Administration from the University of Minnesota. Greg is certified in financial planning by Boston University and is a Registered Trust and Estate Practitioner and a Certified Financial Planner.
Mr. Crawford has regularly been quoted in publications such as The Wall Street Journal, The New York Times, The Financial Times of London, and has appeared as an on-air expert on CNBC, Bloomberg and ABC World News Tonight.
Greg has lived in Reno since 2000 and is married with two children. He is a member of Our Lady of the Snows Catholic Church, the Reno Angels Investor Group, the Entrepreneur’s Organization, Reno Sunrise Rotary, and the Reno Tahoe Winter Games Coalition.
Michael Redden is a veteran of the United States Air Force. He served as an Intelligence Analyst with the 31 FW in Aviano, Italy. After the Air Force, Michael returned to Minnesota where he attended law school at Hamline University School of Law. Michael lives in New Hope with his wife and four sons while coaching youth wrestling. In the past, Michael worked at Prudential Insurance Company of America where he helped clients of the company protect their assets. While at Prudential, Michael was a registered representative of Pruco Securities and held his Series 6 and Series 63 securities designations.
Michael has a passion for helping licensed professionals preserve their wealth for the next generation. Since tort reform is unlikely, it is more important than ever to have a plan to protect your wealth from lawsuits. He has also served as an independent Trustee/fiduciary in the past. Michael’s practice has a special focus on Integrated Estate Planning. He combines effective Asset Protection techniques with other Estate Planning strategies in order to protect the assets of individuals and businesses from lawsuits.
March 12, 2019 at 7:30-9:00am
Location: Seven Steakhouse, 700 Hennepin Ave, Minneapolis, MN 55403
Schedule: 7:30-8:00am registration and coffee, 8-9am program
Cost: Free but RSVP required to firstname.lastname@example.org
Click here to RSVP