Executive Decisions Regarding Planning for Executive
Compensation Issues
Speaker: Brian D.
Wodar
Director-Wealth Management Research
Bernstein Global Wealth Management
Speaker Biography
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Brian D. Wodar is a Director of
Wealth Management Research and provides customized consultation on complex
financial issues facing Bernstein Global Wealth Management's high-net-worth
investors and their professional advisors. He has expertise in advanced asset
allocation, trust and estate planning, spending policies for philanthropic
organizations, planning in advance of a business sale, concentrated
single-stock exposure and stock option exercise planning. Wodar has been an
author of and contributor to the firm's published research on these topics. A
founding member of the Wealth Management Group, Wodar joined the firm in 1997
and directed the creation and implementation of Bernstein's Wealth
Forecasting System, the firm's largest private client research effort to
date. He earned an MBA in finance and an MA in literature from New York
University. Formerly based in New York, Wodar relocated to Chicago in
2005.
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Program Details
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Date: Friday,
September 23, 2011
Time: 8:00-9:00am
Location: FCA Offices, 791 Town & Country Blvd., Suite 250, Houston, TX
Education: 1
CPE/(M)CLE credit
Cost: FREE!
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