Personal Wealth Management and Succession Planning in a Post Pandemic Economy
March 18, 2025
5:00 PM PDT - 7:30 PM PDT
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Harper Alumni Center
6000 J St
Sacramento, CA 95819
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Join us for an exclusive dinner event tailored for CFOs, featuring our distinguished speaker, Dr. Sanjay Varshney, PhD, CFA, Principal and Founder of Goldenstone Wealth Management. Dr. Varshney will cover critical aspects of succession planning, providing insights and strategies to ensure smooth transitions and sustained success for family businesses and enterprise scale companies.
This event is designed for CFOs who are part of the FEI Sacramento group, particularly those involved with family businesses or managing high net worth portfolios.
Don't miss this opportunity to gain valuable insights and connect with fellow financial executives. We look forward to seeing you there!
Learning Objectives
- Navigating the Post Pandemic Economic Landscape: Wealth Preservation for CFOs
- The post-pandemic economy has brought inflation, rising interest rates, and market volatility, requiring CFOs to reassess their financial strategies. Wealth preservation now demands diversified investments, tax-efficient income planning, and risk management. Understanding how economic uncertainty impacts retirement timelines and asset allocation is essential for long-term security. CFOs must adapt to evolving monetary policies and market shifts to ensure financial resilience
- Overcoming Roadblocks in CFOs Personal Wealth Management
- CFOs often face challenges in managing their wealth, including overconcentration in company stock, complex tax obligations, and balancing liquidity with long-term security. Many also neglect estate planning due to demanding careers, risking financial uncertainty. Proactive diversification, tax-efficient strategies, and structured wealth transfer planning are key to securing financial independence and a smooth transition into retirement.
- Succession Planning and Retirement Readiness for CFOs
- A successful transition from CFO to retirement requires a strategic wealth transfer plan. Estate planning, trusts, and tax-efficient giving help preserve assets, while diversified income sources such as real estate and private equity enhance financial stability. Maximizing executive benefits, understanding deferred compensation, and preparing for the shift from corporate leadership to retirement ensures long-term security and legacy preservation.
Speakers
Sanjay Varshney, PhD, CFA®
Principal and Founder
Goldenstone Wealth Management
Dr. Varshney brings three decades of proven investment expertise and sophistication to his clients. Prior to founding Goldenstone, he was a senior wealth management executive for several years at Wells Fargo Private Bank, serving as a Senior Vice President and a Senior Investment Strategist for California and Nevada, providing thoughtful leadership and investment strategy for over $200 billion in assets.
He has also served as Vice President for Economic and Regional Partnerships, Dean of the College of Business Administration at Sacramento State for 10 years, Professor of Finance at University of San Francisco, Dean of the Business School at State University of New York in Utica, Owner and Founder of a Registered Investment Advisory firm in Syracuse, and consultant at other firms including Arthur Andersen. Dr. Varshney is also a Professor of Finance at Sacramento State, Founder/Chief Economist of the Sacramento Business Review, and has been a widely sought out consultant on business and economic impact studies.
Dr. Varshney has been widely featured and quoted on both local and national media. He has published extensively in magazines, newspapers, and professional journals including the Financial Analysts Journal.
Event Details
In Person:
5:00 pm – Networking + Registration
5:45 pm – Dinner Service with Drinks
6:00 pm – Speaker Presentation + Q&A
7:00 pm – Continued Networking + Desserts
7:30 pm – Adjournment
Registration closes at 10am the day before the event.
Please invite your qualified guests and once confirmed, send Micky ([email protected]) their contact information so she can register them as your guest.
CPE Credit
One (1.0) CPE credit available. Field of Study: TBA
Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.
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