You’ve worked hard all your life to build significant wealth but now face the challenge of protecting what you’ve built while creating a meaningful legacy. Join Bryan Bibbo as he welcomes Chad Weigl, CFF, BPC, NSSA, a seasoned retirement planning professional and lead advisor at JL Smith, to explore comprehensive asset management strategies designed specifically for affluent families.
Drawing on years of experience helping clients navigate financial and estate planning decisions, Chad breaks down how The Bucket Plan® philosophy addresses the sophisticated needs of high-net-worth individuals and incorporates them all into one holistic plan.
Key Topics:
- Strategic Tax Optimization: Sophisticated approaches to preserve wealth through proper asset positioning and timing.
- Elevated Charitable Planning: Maximizing philanthropic impact while creating significant tax advantages.
- Multi-Generational Wealth Transfer: Sophisticated estate planning strategies that protect and perpetuate your family legacy.
- Portfolio Protection Philosophy: How The Bucket Plan® methodology safeguards your assets during market volatility without sacrificing growth potential.
- Advanced Healthcare Planning: Intelligent strategies for healthcare coverage that complement your wealth management approach.
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