About Frederic Behrens

Frederic Behrens is a Director and Wealth Advisor with Round Table Wealth Management. Read Frederic's Biography >

Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, 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 $1.1 billion of assets.

By |2020-10-22T17:20:23+00:00October 8th, 2020|In the News, Webinars|Comments Off on Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners

Financial Planning and Insurance Issues for Professionals who Work with Global Families

The 2020 election and the COVID-19 pandemic have coincided to create a unique opportunity for high net worth individuals. With current valuation discounts at relative highs and interest rates at all time lows, significant opportunities exist to transfer wealth to future generations.

By |2020-10-22T17:07:34+00:00October 8th, 2020|In the News, Webinars|Comments Off on Financial Planning and Insurance Issues for Professionals who Work with Global Families

Top 10 Financial Planning and Tax Issues for U.S. Expats in the UK

U.S. citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex, but do not have to be overwhelming. You are exclusively invited to a presentation designed to address the unique financial planning and tax issues currently facing American citizens living in the UK. Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions. This presentation addresses common issues encountered by American citizens living in the UK and provides an overview of compliant U.S./UK financial planning strategies. * Bonus Topic Impact of U.S. Election/UK Budget on Financial Planning

By |2020-08-27T15:20:11+00:00August 26th, 2020|In the News, Webinars|Comments Off on Top 10 Financial Planning and Tax Issues for U.S. Expats in the UK

Advanced Financial Planning Strategies for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. 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 billion of assets.

By |2020-10-01T19:54:30+00:00June 15th, 2020|In the News, Webinars|Comments Off on Advanced Financial Planning Strategies for Law Firm Partners

The Five Most Common Questions Asked by Law Firm Partners Approaching Retirement

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. 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 billion of assets.

By |2020-05-06T18:50:36+00:00February 12th, 2020|In the News, Webinars|Comments Off on The Five Most Common Questions Asked by Law Firm Partners Approaching Retirement