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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Seminars
businessKillers® *
An interactive video workshop to highlight the 6 major mistakes that could kill your business and how to avoid them
IRA & Retirement Plan Distributions
Review rules of IRA & retirement distribution planning to prevent serious distribution mistakes in beneficiary designations, rollovers, and how to increase tax deferrals that stretch over more than one generation
Employee Education and Enrichment (may be with other advisors as a collaborative effort)
- Incentive stock options
- Voluntary insurance options (life/disability)
- What if you (or a family member) lives a long time and/or gets sick? (what is long term care insurance?)
- Mortgage financing / refinancing
- Education funding
- Retirement planning
- Overall financial planning
- Property / casualty insurance planning
- Estate planning / wills & trusts
- Understanding medicare - primary vs secondary medicare supplement plans - the new medicare prescriptions program
Executive Compensation
Designed for company management teams to understand benefits reverse discrimination & how to fix it
Business Valuation
Designed for business owners and their advisors to understand and protect their business value
Buy/Sell planning
Designed for business owners and their advisors to help them protect their interests in their companies
Family Meetings
Enabling you to communicate, educate, and manage all aspects of your family wealth with your selected family members
businessKillers® is a registered trademark of Lighthouse Strategic Projects Group, Inc., Langhorne, PA.
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