Dinner Meeting with Program: Digital Property Myths and Realities
The Digital Afterlife
Did you know the average person now has over 170 online accounts? And that number is expected to grow to over 200 by next year. We’re now dependent on the internet to conduct much of our lives. It’s how we communicate. We have email, visit friends through social media, look for love, shop, bank and even invest. Technology has made our lives easier but for wealth and estate management, it’s added new challenges and complexities.
Digital property has different and distinct characteristics from physical assets. They can be lost, expire or be hidden. There are several influencing factors that need to be considered when building plans including unwavering laws, powerful authorities, changing client behavior and many risks and liabilities that didn’t exist before. As a growing and significant component to portfolios, it’s necessary to include digital holdings in managing financial and sentimental portfolios. This new asset type is multi-faceted property and constantly evolving. What can advisors do to be prepared?
During his presentation, Lee will address the many facets of digital assets, custodian culture and impacting rules and regulations. We’ll review how a client’s behavior and attitudes determine the ability of advisors to meet their obligations and duties. We’ll also look at how innovation can quickly and dramatically change even the best laid plans. This program is for anyone wanting to get an edge and understanding for dealing with digital property.
Online registration for this dinner has ended. If you would like to attend, please call the office at 603-228-1231 no later than noon on Tuesday, January 7. We cannot guarantee your choice of entree after that time.
You may register up to two guests via the RSVP portal. The guest fee is $50 per person. Check(s) should be made out to NHEPC and be mailed to NHEPC, 53 Regional Drive, Suite 1, Concord, NH 03301. Please be sure to include your guest's full name, company and entree choice.
About Lee Poskanzer:
Lee Poskanzer is the CEO of Directive Communication Systems (DCS), a technology company delivering digital assets directives management solutions for estate and succession purposes. Mr. Poskanzer has successfully led product innovation transition from concept to established consumer product categories at Fortune 500 companies including American Express, Safeway, Foot Locker, PolyGram and Staples. Mr. Poskanzer founded DCS; helping the many stakeholders of digital assets directives management including estate professionals, their clients and website owners.
DCS and Mr. Poskanzer have become an established and respected authority on the digital afterlife, having instructed CLEs and panel participation for organizations including: International Bar Association, the International Association of Privacy Professionals, the American College of Trust and Estates Counsel, WealthCounsel and International Bar Association, several state and local Bar Associations, NAEPC chapters and other industry associations.
Mr. Poskanzer has appeared several articles and features for leading press including: CNBC.com, Forbes, NPR’s Marketplace.com, MarketWatch, wealthmanagement.com, CNET, Insurance News and many others.