Planning with Illiquid Assets

Join us for Prudential’s 10-Minute Mondays, presenting 10-minute overviews on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, the profile of clients who may benefit, and a practical application through the lens of a case example.

Webinar Information:
Attention – there is no dial-in for this webinar.
Audio will stream through your computer speakers or mobile device. Please adjust the volume as needed.
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All questions should be sent via the Q&A chat window.

Speaker
Brett Berg, J.D.,* LL.M., CLU®, ChFC®
Vice President, Advanced Planning, Prudential Financial, Inc.

Brett Berg brings more than 21 years in Advanced Planning. Brett has led the Prudential team and is an industry thought leader and accomplished public speaker in the advanced markets space. He has deep expertise in estate, charitable, wealth transfer, and retirement strategies, as well as in practice management.

Prior to joining Prudential, Brett was a key player in advanced markets, spending several years at Nationwide, before switching roles to lead the Advanced Marketing team at The Hartford.

Brett received his B.A. from Bradley University, his law degree from Creighton University, and his LL.M. (Taxation) from Capital University.

Specialties: Estate, Business, and Charitable Giving Strategies.