This engaging Continuing Education class, sponsored by Eckard Enterprises, explores strategies for preserving wealth through ownership of energy assets. Attendees will gain insight into tax-advantaged strategies within the energy industry, methods financial advisors can use to enhance revenue streams, and best practices to ensure their clients achieve financial success. Led by Michael Bacani, a recognized expert in the energy and securities industry, this session emphasizes the importance of thorough due diligence when selecting firms to collaborate with and offers actionable insights to safeguard both advisors and their clients in a dynamic marketplace.
Learning objectives:
- Discover how financial advisors can generate revenue by partnering with Eckard Enterprises
- Understand how to navigate the energy sector and its tax implications, which can be complex for newcomers to approach
- Understand how your clients can achieve financial growth through energy-sector investments
- Learn the critical steps for conducting due diligence to protect yourself and your clients
Meet Michael Bacani
With over $50 million raised in the energy sector, Michael Bacani partners with high-net-worth clients to integrate energy assets into sophisticated investment strategies. Leveraging solutions like 1031 exchanges into mineral rights, tax-efficient Roth conversions, and drilling deductions, he helps optimize portfolios with tax-advantaged, cash-flowing assets. By strategically positioning energy investments, Michael helps clients build financial fortresses and create lasting generational wealth, ensuring long-term stability and legacy preservation.
