Round Table Wealth Management
WEBINAR:

2022 Financial Planning and Investment Considerations for Law Firm Partners

February 23, 2022
3:00 PM
New York, NY

Event Details

After closing 2021 with exceptional equity returns, equity markets have been much more volatile to start 2022. Market volatility can bring a great deal of uncertainty to one’s investment portfolio and long-term financial plan. During these turbulent times it is prudent to re-evaluate financial priorities and review your personal financial plan.

We believe there are numerous strategies that can be implemented to help navigate short-term market volatility as well as plan for long-term financial goals. This webinar provides a broad overview of tax legislation updates, financial planning, and investment strategies we feel are important in 2022. Our firm has a focus on working with partners at law firms. We understand the issues you face and your need for an advisor who is experienced to handle all aspects of your financial life, from investment management to tax efficiency and estate planning.

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Frederic Behrens, JD, CFP® and wealth advisor, Anthony Rosetti, CFA®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.53 billion of assets.

Topics:

• Will changes in tax legislation affect me?

• Cryptocurrency – should I invest and how do I go about purchasing?

• How to best position your portfolio with rising interest rates and inflation

• 529s – should you consider “super funding”

• Value of working with a Registered Investment Advisor

RECORDING

RECORDING

Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Wednesday, February 23rd, please let us know and we will send a replay of the presentation.

SPEAKER PROFILES

Bruce Hyde

Bruce Hyde, CPA, MS

Partner, Wealth Advisor, Round Table Wealth Management

Bruce Hyde is a Partner, Chief Compliance Officer and Wealth Advisor at Round Table Wealth Management and has over 30 years of experience in the financial services industry. He is responsible for advising clients on the full range of financial matters including investments, insurance, estate, gift and income tax issues as well as financial decision making. For the past 17 years, Bruce has been working closely with corporate executives, business owners and partners at major law firms to serve their unique financial planning needs.

Bruce graduated from Lafayette College with a B.A. in Economics and Business and holds a Masters in Taxation (MST) from Seton Hall University where he was elected Beta Gamma Sigma for high scholastic achievement. Bruce is a Certified Public Accountant, and began his career at a “Big 8” accounting firm. He later joined a large corporation and most recently a regional wealth management firm. He is a Trustee and Treasurer of the Land Conservancy of New Jersey.

Frederic Behrens

Frederic Behrens, JD, CFP®
Director, Wealth Advisor, Round Table Wealth Management

Frederic Behrens is a Director, Wealth Advisor with Round Table Wealth Management. He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships. He is experienced in working with high-net-worth individuals and international families.

In particular, Frederic has significant experience working with U.S. citizens living abroad, non-resident aliens, and mixed-nationality families. Well-informed on tax and compliance issues, Frederic authored a widely-cited article on FATCA for the Wisconsin Law Review. He brings significant cross-border tax and international estate planning expertise to his client relationships.

Frederic is a graduate of the University of Georgia (B.B.A., International Business) and the University of Wisconsin (J.D.). He holds the CERTIFIED FINANCIAL PLANNER™ designation. Frederic enjoys cross-country skiing and exploring New York City with his rescue dog.

Frederic Behrens

Anthony Rosetti, CFA®
Director, Wealth Advisor, Round Table Wealth Management

Anthony Rosetti is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Anthony is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.

Anthony began his career in the financial services industry in 2009 and spent the early part of his career in the private wealth management division of a national broker-dealer in New York City. In order to broaden his investment knowledge and experience within the industry, he completed the CFA designation and moved over to the institutional side of the business in Prime Brokerage Sales. While there he was responsible for building complex financial models to help evaluate bank financing relationships with some of the largest hedge funds in the world. Most recently he was an investment analyst at a global broker-dealer working primarily with corporate 401k plans, foundations and endowments, and high net worth individuals.

Anthony is a graduate of the University of Tampa, where he majored in Economics. He recently relocated to Florida from NYC and resides in Palm Beach Gardens with his wife, Blythe, and English Bulldog, Barkley. In his free time he enjoys working out and playing golf.

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