Investing, Monetizing, and Selling Antiques for the Financial Plan
Who should take this course?
Financial advisors, CPAs, insurance professionals and agents, attorneys, retirement plan advisors, investment advisers, estate planners, wealth planners, etc.
None. Any interest level or professional may attend.
Current approvals include: National Association of State Boards of Accountancy (NASBA), Certified Financial Planner (CFP®), Certified Investment Management Analyst® (CIMA)
Participants will learn how the strategies to spot valuable objects–art, antiques, and collectibles–as well as the methods to wisely liquidate, invest, and monetize these items in support of the financial plan. This course will highlight the widespread and popular realm of antique collecting and show clients and financial services industry professionals how to tap the wealth.
An overview detailing how the alternative asset class of art, antiques, and collectibles will impact the financial plan. The fact that the Great Wealth Transfer will impact how clients deal with their collections demonstrates that there is great opportunity for clients and members of the financial services industry in the investing, selling, and monetizing of antiques. These valuable assets can be liquidated and the funds moved over to support financial plans. This 2 hour seminar will teach financial advisors, CPAs, and other how to get their clients talking about their collectibles and thinking about re-allocating the funds to enhance a retirement, estate, or other financial plan objective. Major points include how to liquidate at auction, online, and how to talk to clients and their heirs, specifically millennial generation, about saving for retirement and planning for their financial future.