About This Event
Van Pate has been in the financial services industry since 1986. He is a Certified Financial Planner™ practitioner (CFP®) and is Series 7 and Series 66 licensed. He holds degrees from Washington & Lee University, and Middlebury College. A frequent public speaker, Van works primarily with individual clients but he has also worked with institutional clients as a planned giving consultant. As part of his responsibilities, Van works with RBC Wealth Management financial advisors to develop strategies in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also has significant experience in helping clients understand sophisticated equity risk management strategies such as exchange funds, equity collars and forward contracts. Van works with clients, attorneys, accountants and other professionals to implement recommended planning solutions.
8:30 a.m. - Breakfast
8:45 - 9:45 a.m. - Presentation
9:45-10:00 a.m. - Question and Answer Session
Presenter: Van Pate, RBC Wealth Management
Registration Fee: $35 (GNAPGC and AFP members = no charge)
Location: Hodges University, Stock Building, White Community Room
Address: 2647 Professional Circle, Naples FL 34119
Click here to register. Contact Marian Klink for additional information.