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Speakers

Dru Donatelli

A Wealth Preservation Lawyer

Delivering Asset Maximization and Advanced Estate Planning Strategies

Dru’s content is robust and relevant, constantly updated, and delivered through high energy, “story selling” presentations.

He is particularly adept at reducing complex financial, tax, and legal information to easily understood and actionable concepts that consulting professionals can communicate to their clients.

His programs will help you better understand the current and anticipated retirement, tax, and estate planning landscape, and consider a complete set of practical strategies that will enable clients to grow assets while protected as much as possible from future taxes and legislation.

You will walk away from Dru’s programs knowing what types of intuitive concerns your clients will have about taxes and legislation, and the types of conversations you should have to motivate clients into action.

Financial Advisor Presentations
  • Investment Strategies after ATRA Tax
  • Increase Rollovers – Distribution Strategies for Retirement Plan Assets
  • Social Security and Medicare
  • Business Succession Planning

Financial Advisor Client Appreciation Programs

  • Understanding the 3.8% Medicare Surtax
  • Basic Estate Planning for 2013 and Beyond
  • Retirement Income Strategies
  • Charitable Planning strategies
  • Understanding Roth Conversions

Dru’s Client List Includes…

  • AIG Advisors
  • Allianz Life Financial Services
  • CUSO
  • Jackson National
  • John Hancock
  • LPL Financial
  • Merrill Lynch
  • Morgan Stanley
  • Raymond James
  • UBS
  • Union Bank
  • Sun Life
Travels From:  California
City: Southern
$5,000 and Under

Biography

Keynote speaker Dru Donatelli  is both an attorney and a registered representative and has been consulting financial advisors for more than 15 years on a variety of wealth management solutions including basic financial and estate planning, planning with retirement assets, and charitable strategies.

Mr. Donatelli’s content is robust and relevant, constantly updated, and delivered through high-energy, ‘story-selling’ presentations.

Since 2000, Dru has served as an insurance executive for several Fortune 500 insurance companies where he managed teams of professionals delivering advanced markets solutions.

Presentations

The 5 Things Your Clients Need to Know

Dru explains what the American Taxpayer Relief Act really means for your clients, which ones will likely see income tax and other taxes increase, and on what types of income.

This presentation includes:

  • Managing Personal Income to deal with ATRA Thresholds
  • Generating tax-free income through capital gain dispositions
  • Making investment portfolio adjustments to avoid the 3.8% Medicare surtax
  • Investing strategies in taxable and tax-deferred accounts
  • Estate Planning objectives in a World of little federal estate tax exposure

This program is fundamentally a practice management presentation…

Sequester cuts have only just commenced, the Administration will still try to get a FY2014    budget approved, and the debt ceiling will be debated again in the near future. Taxes and   potential tax increases will be on the minds of all clients for the balance of 2013 and beyond!

  • What will clients be concerned about
  • What will they want to discuss with their advisor
  • What sort of responsive conversations and actions advisors can take to benefit their tax-sensitive clients

In this presentation, Dru walks through the process of transitioning from the Accumulation Phase of retirement planning to the Distribution Phase of retirement planning.

This presentation discusses:

  • Beneficiary Designations; Trusts as Beneficiaries
  • Roth conversions, Roth accounts, and strategies
  • Estate planning with retirement assets
  • Partial 1035 exchanges
  • VA suitability and FINRA 2821

At the end of the presentation your advisors will be able to better understand:

  • Distributing retirement plan assets effectively and efficiently
  • Asset protection and longevity strategies
  • Tax strategies
  • Legacy planning
  • Rollover and asset consolidation opportunities

Areas of expertise

  • Washington & The Economy
  • Estate Planning
  • Business Transactions
  • The Law
  • Succession Planning
  • Income Planning
  • Charitable Planning
  • American Tax Payer Relief
  • Social Security & Medicare
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