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8/9/2019 Wealth Mgmt Ppt
1/18
CIXNW]ALK@ NF FCLALKCAB
AMVC[NW
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8/9/2019 Wealth Mgmt Ppt
2/18
fclalkcabamvc{`w
A fclalkcabamvc{`w c{
a xwnf`{{cnlab uon
w`lm`w{ clv`{}i`l}
amvck` alm fclalkcabxballcle {`wvck`{ }n
clmcvcmpab{ alm
gp{cl`{{`{,
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8/9/2019 Wealth Mgmt Ppt
3/18
]sx`{ nffclalkcabamvc{`w
f``)ga{`m )
f``)nlbs )
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8/9/2019 Wealth Mgmt Ppt
4/18
Fclalkcab xballcle
Enab{
W`}cw`i`l}
Clv`{}cle
M`{cela}cnl{
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8/9/2019 Wealth Mgmt Ppt
5/18
]o` Cixnw}alk` nfa Fclalkcab
Amvc{nw
Xwnf`{{cnlab @x`wc`lk`
@vabpa}cle Clv`{}i`l}{
Ialaecle Clv`{}i`l}{
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8/9/2019 Wealth Mgmt Ppt
6/18
Al{u`w]o`{` Qp`{}cnl{
Oav` snp p}cbcz`m a{{`} abbnka}cnl ff`k}cv`bs>
Mn snp dlnu `lnpeo agnp} abb }o` clmcvcmpab {}nkd{"gnlm{" ip}pab fplm{ alm inl`s iawd`} fplm{ }nkonn{` snpw clv`{}i`l}{ uc{`bs>
C{ snpw clv`{}i`l} nw}fnbcn mcv`w{cfc`m lnpeo }necv` snp }o` g`{} n}`l}cab w`{pb}{>
Mn snp oav` `lnpeo }ci` }n w`vc`u snpw clv`{}i`l}{`wcnmckabbs }n m`}`wicl` cf snp {onpbm w`abbnka}`
snpw clv`{}i`l}{> Oav` snp {nd`l uc}o a }ax amvc{nw }n m`}`wicl` cf
snpw` e`}}cle }o` in{} np} nf snpw clv`{}i`l}{>
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8/9/2019 Wealth Mgmt Ppt
7/18
Aw` snp }adcle amval}ae` nf }o` nu`w nf
kninplmcle> Cl ka{` nf al i`we`lks /bn{{ nf jng nw {pmm`li`mckab `x`l{`#" mn snp oav` `lnpeo ka{o nl oalm}n as snpw gcbb{ uc}onp} oavcle }n ka{o np} a} a bnu`wwck`>
Aw` snp auaw` nf }o` knl{}al}bs koalecle }ax bau{alm onu }o`s kal ciak} snpw clv`{}i`l}{>
Oav` snp knl{cm`w`m }adcle amval}ae` nf mnbbaw kn{}av`waecle>*
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8/9/2019 Wealth Mgmt Ppt
8/18
Aw` snp agb` }n }ad` amval}ae` nf gn}o }axagb` alm
}ax)`x`i} clv`{}i`l}{>
Mn snp plm`w{}alm onu knlnick fak}nw{ {pko a{
cl}`w`{} wa}`{" pl`ibnsi`l}" onp{cle {ab`{" clfba}cnl
alm wnmpk}cvc}s ciak} }o` `knlnis" }o` {}nkd
iawd`} alm snpw clv`{}i`l}{>
Ucbb snp g` w`aw`m }n as fnw snpw kocbmw`l%{knbb`e` mpka}cnl alm snpw w`}cw`i`l}>
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8/9/2019 Wealth Mgmt Ppt
9/18
Cf snp al{u`w`m ln }n a f`u nf }o`{` qp`{}cnl{"
`woa{ snp {onpbm knl{cm`w unwdcle kbn{`bs uc}o a
fclalkcab amvc{nw }n o`b snp iad` }o` in{} clfnwi`m
clv`{}i`l} konck`{ fnw snpw `w{nlab {c}pa}cnl
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8/9/2019 Wealth Mgmt Ppt
10/18
Uoa} Fclalkcab Amvc{`w{ Mn
]o` Gce Xck}pw`
Al Pl`in}cnlab A{{`{{i`l}
Abbnka}` W`{npwk`{
Iclcicz` ]ax`{
@{}a}` Xballcle
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8/9/2019 Wealth Mgmt Ppt
11/18
Cl gwnam }`wi{" amvc{`w ucbb knv`w
}o`{` aw`a{
W`}cw`i`l} akknpl}{
Cl{pwalk` clkbpmcle i`mckab" bcf`" mc{agcbc}s" bcagcbc}s
@mpka}cnlab enab{ fnw onu ials kocbmw`l a} uoa}ae`{
]ax`{ gn}o `w{nlab alm gp{cl`{{ cf {`bf `ibns`m nwnul a gp{cl`{{
N}o`w fclalkcab enab{ {pko a{ {`knlm oni`" gps agp{cl`{{" w`}cw` awbs
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8/9/2019 Wealth Mgmt Ppt
12/18
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8/9/2019 Wealth Mgmt Ppt
13/18
Knl}m,
XV nf clv`{}i`l} c{ W{,78888
Nl }o` n}o`w oalm" Gwcj`{o clv`{}`m {ai`
ainpl} cl }o` {ai` s`aw" lnu oc{ XV nf oc{
clv`{}i`l} c{ W{,708888
Wai`{o p} inl`s nl fwc`lm{ amvck` gp} o`mcm ln} onu }n kopwl c}{ nw}fnbcn
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8/9/2019 Wealth Mgmt Ppt
14/18
Allpabcz`m 0 s`aw w`}pwl g`fnw`
clfba}cnlCLV@[]I@L] UNW[] G@[] AVE,
@qpc}s )70 60,50 13,0
;S`aw knials m`n{c} 18 1;,08 11,50
Enbm =,38 ;8 16,0
1S`aw Gald m`n{c} 5 18 3
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8/9/2019 Wealth Mgmt Ppt
15/18
A{ a fclalkcab amvc{nw u` unpbm
oav` clv`{}`m }o` {pi nf W{
788888 cl }o` fnbbnucle uas
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8/9/2019 Wealth Mgmt Ppt
16/18
CLV@[]I@L] AINPL] /Ai},
cl W{,#
XV /Ai},cl W{,#
@qpc}s
68888
1=6088
Enbm 68888 173888
;s`aw knialsM`n{c}
08888 58888
Gald M`n{c}{ 58888 ?;888/W`}pwl{
W{,1;888#Gald [avcle{
/Bcqpcm ka{o#
;8888 ;0088
]N]AB 788888 ;3=888
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8/9/2019 Wealth Mgmt Ppt
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8/9/2019 Wealth Mgmt Ppt
18/18
