Santa Barbara Luncheon Series: Taken Captive - The Secret to Capturing Your Piece of America's Multi-Billion Dollar Insurance Industry
An assortment of sandwiches, salads, and drinks will be provided.
Taken captive answers the following questions: What is a captive? Why form a captive? What are the different types and structures of captives? Which domiciles are best? What are the tax implications? What are the risks associated with forming and operating a captive? What are the steps involved with forming a captive? Is a feasibility study necessary? What kind of risks can be underwritten? What is involved in managing a captive? How can a captive be used for asset protection and estate planning?
R. Wesley Sierk, III | R. Wesley Sierk is the President and Lead Strategist for Risk Management Advisors, Inc. Wesley is an expert in asset protection, executive compensation, alternative risk transfer and captive insurance companies. He has nearly 20 years helping highly profitable, closely held businesses limit their risk exposure and taxes through qualified plan structures, onshore and off-shore entities, and trust arrangements. He is the author of “Taken Captive” a guide to captive insurance companies to business owners and “You Can Make It, But Can You Keep It?” A book for high net worth clients on how to protect their assets from litigation, taxes and bad advisors. Back To Top ^^
$5 (Members) | $20 (Non-Members)
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If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
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CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail firstname.lastname@example.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|