ANGELA CARDWELL & Marsh & McLennan Agency Invite You to
Picasso or Porsche? Understanding Collections as a Financial Asset

Friday, September 30th, 12:30PM MST

Over the past ten years, classic cars, fine art, wine and other passion assets have appreciated significantly in value. In addition acquiring the pieces as an investable asset, many clients buy art and collectables because they are passionate collectors. A client needs to have knowledge about their acquisitions and their corresponding markets to maximize profit and to minimize taxation. When presented with a collection of passion assets such as art, classic cars, wine, jewelry and other valuable collectibles, a financial, risk or legal advisor can face challenges when determining whether it constitutes an investment grade significant asset or is merely a decorative acquisition, but not an essential part of their overall portfolio.

CLASS TOPICS

  • What is a valuable passion asset?
  • Understanding collecting trends and market fluctuation for classic cars, art and other
    passion assets
  • How does the global market affect value?
  • Issues with passion assets
  • Recognize risk management issues related to passion assets
  • Using passion assets as a liquidity tool

*An invitation will be sent to your registered email. Registration will close end of business day prior to CE class.
*If class is canceled all registrants will be notified through email. A notice will also be posted on this page.

CLASS DATE

  • Friday, September 30th, 12:30PM MST

CLASS LOCATION

  • 8101 S Shaffer Prkwy
    Littleton, CO 80127

CE CREDITS

  • 1.0 for CFP & CPA / 1.25 for CTFA

CLASS LEVEL

  • Basic

CLASS LENGTH

  • 1 hour

FORMAT

  • Live

PREREQUISITE

  • None

*This CE Class is free to attend.
*Class reviewed and updated as of 12/24/2021.
*For more information regarding administrative policies such as complaints, please contact Elizabeth Levesque at 1 (610) 254 8400.