Effective wealth management means more than making good investments. Protecting assets from liability is just as important. At the February 27 session of the Financial Crisis Webinar Series, Gideon Rothschild, partner at prominent New York law firm Moses & Singer LLP, discussed asset protection strategies that advisors and clients can use to shield assets from creditors, liability, or divorce. He stressed the importance of planning ahead, as trusts and other asset protection vehicles will be found invalid if created on the eve of a judgment. Therefore, for best results, these strategies should be integrated with a client's estate planning and should be developed before an imminent liability arises.
Download presentation slides       See Rothschild's articles and resources

March 6: Manage the strain of the financial crisis
As the recession deepens, clients are demanding attention and answers, while you may be feeling responsible for their losses and doubtful of your ability to give them good advice. The demands being made on you can be difficult to manage. Sharon Hoover, executive leadership coach and owner of CoachingWorks, will help you teach you how to better manage the events and people in your daily life. She’ll discuss strategies for identifying and overcoming what stands in the way of your and your clients' personal and professional success.
CFP licensees who attend this webinar are eligible for one continuing education credit. For more information on Sharon Hoover's coaching techniques, see her blog posts. 
Register for webinar   
Download Hoover's presentation slides