IIT Bombay Alumni Association of Greater New York (IITBAA-GNY) invites you to
iPlan, iPreserve, iProtect – A Financial Planning Seminar
Thursday April 16, 2015
Indian Consulate Banquet room
3 East 64th St New York NY 10065
- Learn how an Asset Protection Plan can protect you and your spouse from predators looking to make a claim on your assets while you are alive, and protect your children’s inheritance against creditors and predators after you are gone.
- Learn how to Design a Financial Plan to meet your Life Goals taking
into account Short Term Needs, Future Lifestyle and Long Term Comfort
- Understand how Risk can Affect your Investments and how to protect and preserve your assets with a Disciplined and Structured approach based Scientific and Academic research
- Gain an understanding of the key challenges you will face in
Retirement and explore ways to help Protect your retirement income to cover rising Healthcare costs
REGISTER NOW! SEATS RUNNING OUT FAST!
Registration Cost: FREE!
Due to the generous offer of sponsorship from Kubair Wealth Advisors, the event is now free of cost for all attendees. Those who previously paid for the registration will be refunded electronically.
Advance Registration is still required due to security reasons.
All attendees will enter a raffle to win a gold coin, and two more prizes!
For all IIT Alumni over 30 years old; learn from industry specialists as you make decisions over your financial future; Do attend with your spouse and family. Opportunity to network and meet friends over dinner. Limited seats available, and going fast! The event will soon be open to other groups, so sign up now!
*Dinner included with Registration*
Moderator: Vipul Mallick, MD, Kubair Wealth Advisors
Neel Shah, Managing Attorney, Shah & Associates, P.C.
Brandon Buckingham, VP, Prudential Annuities
Beau S. Barnett, Regional Director, Loring Ward
Josh Bartholomew, MD, Horizon Investments
Vipul Mallick, CRPC, MBA is the Managing Director of Kubair Wealth Advisors – an independent Financial services firm. Vipul focuses on Retirement Income and Estate Planning, Risk Management and Tax-advantaged investments. He works with high net worth individuals, families and business owners/entrepreneurs to avoid excessive tax exposure and creates estate planning strategies designed to maximize transfers to heirs through sophisticated techniques. Mr. Mallick holds FINRA Series 7,6, 63, 65 licenses in addition to a Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania. Mr. Mallick is active in community and professional organizations including TiE-NY and TiE- NJ / PA chapters, GOPIO, Pratham and SACC et al.
Speaker Short Bios
Neel Shah is the Managing Attorney of Shah & Associates P.C. The firm’s practice is focused on helping individuals, families and business owners who wish to protect their wealth and their legacy for current and future generations from estate taxes, law suits, the escalating costs of nursing homes and other sources of attack.
Brandon Buckingham is the National Director for the Advanced Planning Group for Prudential Annuities. He and his team of tax attorneys, Certified Financial PlannersTM and retirement specialists provide technical, marketing and sales support for all matters concerning variable annuities, qualified retirement plans, estate, gift and income tax planning, and other advanced market topics.
As a Regional Director of Loring Ward, Beau S. Barnett serves as the primary relationship manager for accessing Loring Ward’s resources. His skill set is in strategizing and consulting to help advisors best leverage resources to maximize their client experience.
Josh Bartholomew has extensive experience in product roll out and institutional support as well as territory development and sales training. Mr. Bartholomew joined Horizon in 2002 and became a principal in 2007. During his tenure he has been responsible for a multi-billion dollar sales goal, key account development, and territory management. He is also responsible for assisting the firms RIA initiatives as well as the National Sales Director on key relationships and new product roll out.