M2M Series: Robert Barbetti, The Well-Prepared Executive: Eleven Key Questions That You Cannot Afford to Ignore
Member-to-Member events, or M2M, are AmCham China’s newest event platform. M2M events are sponsored by a company to share the latest information about their offerings, technologies or expertise with fellow AmCham China members. These events are free for all AmCham China members and employees of member companies.
JPMorgan Private Bank invites you to a presentation entitled, “The Well-Prepared Executive: Eleven Key Questions That You Cannot Afford to Ignore,” featuring Robert Barbetti, a senior member of JPMorgan Private Bank's Advice Lab focusing on executive compensation and benefits.
During the presentation, Mr. Barbetti will discuss the increasing challenges associated with personal and wealth planning for US expatriates, which are being radically altered by uncertain tax policies, volatile financial markets, and ongoing changes in the global business and economic landscapes. Topics will include:
What do you do when stock-based compensation causes your investment portfolio to be heavily overweight in your company's stock?
How do you take advantage of US tax legislation that provides an increase in transfer tax exemption and lower income tax rates that will expire by the end of 2012?
What should you do about your retirement plans? Should you convert your traditional IRA to a Roth IRA?
Cocktail reception and networking will follow the presentation.
AmCham China Conference Center AmCham China Conference Center The Office Park, Tower AB, 6th Floor No. 10 Jintongxi Road Beijing, 中国