Program Information

Monthly Breakfast Meeting
Thursday, February 2,  2012

Topic: Strategies for Gifting in Volatile Markets

The past few years have been marked by the most difficult markets of a lifetime. Many donors remain paralyzed by uncertainty and are reluctant to give. In this discussion, Chris will provide an analytical framework for answering practical questions such as:

• How much can a donor afford to give and still feel safe, even in poor markets?
• For donors interested in building a legacy for family and for charity, why should they consider a CLAT today, rather than waiting until the evnironment improves?

Speaker: Christopher J. Clarkson, CFA, Director - Wealth Management Group, Bernstein Global Wealth Management

Mr. Clarkson has expertise in a variety of complex investment planning issues, including charitable giving, retirement planning, multigenerational wealth transfer, planning for the sale of a business, diversification planning for holders of concentrated stock and option portfolios, and advanced asset allocation. Christopher, who joined the group in 1995, has been a member of the Wealth Management Group since 1998, serving as Analyst and Senior Analyst before being appointed director in 2005.

Mr. Clarkson is a frequent lecturer to groups of tax and legal professionals.