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Protecting your wealth

Protecting your wealth requires an integrated and disciplined approach. This webinar will examine a variety of strategies you can employ to help defend your portfolio.


During this recorded event, industry professionals share insights about helping to protect your family’s wealth. They discuss weathering market downturns, dealing with unexpected health challenges, and incorporating wealth transfer strategies. Specifically, you’ll learn how you can:

• Use tax-smart investing techniques1 to help you keep more of what you earn
• Plan for health care expenses in retirement and utilize the tax advantages of an HSA
• Create estate plans that include trusts, which can help to minimize taxes and protect your assets

Download transcript (PDF) | Download slides (PDF)

Presenters

Chris Dodd, CFP®, CEP
Vice President, Financial Consultant
Ally Donnelly
Editorial Director
Ally Donnelly is a new member of the Fidelity family, having joined in 2021 as an Editorial Director. Her work will focus on communicating with our clients through innovative video and audio content. Prior to joining our team, she was a longtime broadcast television journalist for NBC and NECN in Boston. Her work has been recognized with multiple Edward R. Murrow, Emmy, Associated Press and Gabriel awards throughout New England. Outside of work, Ally loves traveling and exploring the great outdoors with her family. She and her husband are raising their two beautiful daughters (and one wacky dog) on Boston’s South Shore.
William Grady IV, J.D., CLU®, CFP®
Director

With more than 20 years of experience working with affluent clients and business owners, Bill brings extensive knowledge in estate planning, business succession planning, financial planning, retirement planning, life insurance, and investments. 

Prior to joining Baker Tilly, he spent 16 years with Northwestern Mutual, a Fortune 100 company headquartered in Milwaukee. At Northwestern Mutual, he was responsible for building and leading several teams of experts focused on top advisors and the needs of their top clients. Bill was also responsible for strategy, vision, and thought leadership in the estate, business, high net worth, and retirement markets. Through these roles, he gained extensive experience working with financial advisors, clients, and outside attorneys and accountants on sophisticated estate planning strategies, charitable matters, income tax, business planning, qualified and nonqualified plans, executive compensation, welfare benefit plans (bonus plans, split-dollar arrangements, disability wage continuation plans, long-term care insurance plans, etc.) and employee benefits. He started his career as an associate attorney at a boutique law firm in Milwaukee focused on sophisticated clients.

Heidi A. Seely
Counsel

Heidi Seely assists individuals and families in all aspects of estate planning, estate administration and trust administration. She has successfully supported individuals and fiduciaries in navigating complex estate administrations, and provides a personal touch in advising in trust matters. Heidi is skilled in planning for and implementing sophisticated, yet understandable, strategies to transfer wealth between generations while minimizing tax obligations. 

Heidi also serves as counsel in probate litigation matters, applying her experience in trusts and estates law to matters before the Probate and Family Court.

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1.

​Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction. ​​

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

 Day Pitney LLP, Baker Tilly US LLP, and Fidelity Investments are independent entities and are not legally affiliated.

The CFP® certification is offered by the Certified Financial Planner Board of Standards Inc. ("CFP Board"). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® Board's fitness standards for candidates and registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility, and have at least 3 years of qualifying work experience, among other requirements. The CFP Board owns the certification mark CFP®  in the U.S.

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