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Webinar | Values Based Trusts: The Holy Grail of Estate Planning
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5/16/2017
When: Tuesday, May 16
12 noon Pacific | 1 pm Mountain | 2 pm Central | 3 pm Eastern
Where: United States


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Values Based Trusts:  The Holy Grail of Estate Planning.

Roey Diefendorf, Argonne Trust Company will talk about Values Based Trusts - what they are, when to use them and how they can provide creative solutions to estate planning issues.  You'll learn:

  • Why Traditional Estate Planning Can Fall Short
  • Definition, Purpose and Structure of Values Based Trusts
  • How Values Based Trusts can provide creative solutions to issues involving family values, business succession and charitable impact.
  • Metrics and Prioritzing
  • Asset Allocation and Income Distribution

This session offers one hour CE credit for the CFP and CAP designations.  IMCA designation approval pending.  Watch this space for details.

 
About the Presenter:
Monroe Diefendorf, Jr., MI, CLU, ChFC, CFP, RFC, CIMA, CAP
Chief Executive Officer |  3 Dimensional Wealth Advisory
  

Active since 1970, Roey is the 4th generation of his family in the business. Following his graduation from Deerfield Academy, he received a BA in Psychology from Bucknell University and went on to obtain a Master's Degree in Insurance from Georgia State University, with a major in Estate Planning and a minor in Pension Planning.

                                                                                                                                                                                                                                                                                                                        

He has his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor in Philanthropy (CAP) designations from the American College. Roey also has the designation of Certified Financial Planner (CFP) and Registered Financial Consultant (RFC). In 2003, he attended the Wharton School of Business and successfully attained the Certified Investment Management Analyst (CIMA) designation.

As an industry leader, Roey has co-authored three books:  Wealth: Enhancement & Preservation - 1995 and 21st Century Wealth – 2000 and "3 Dimensional Wealth: A Radically Sane Perspective On Wealth Management" - 2005.   In December 2013, Roey introduced, "A Better Way: Using Purposeful Trusts to Preserve Values & Valuables in Perpetuity."   Since then he has written over eight other books in the area of trust and trust administration.  Over the years he has been a speaker at several international industry conferences and has made several guest appearances on the Cable TV program, "Dollars & Sense." 

As CEO, he is a member of the Kingdom Advisors and a charter member of The International Association of Advisors in Philanthropy (AiP).  Roey is a former board member of Daystar University, Athi River, Kenya and was the initial Chairman of the Board of Family Legacy Missions, Lusaka, Zambia.  He was the founder of North Shore Community Church of Oyster Bay, NY. 

Roey is the founder, registered principal and a registered representative of Sterling Monroe Securities, LLC, (Series 6, 7, 24, 51 & 63) and a member of the Investment Management Consultants Association (IMCA) and is the past-president of the NYC Chapter which represents over 1800 CIMA's in the tri-state area. He is a member in the National Association of Independent Broker Dealers (NAIBD).  

He was an early adapter as a Registered Fiduciary (RF) and has recommended each of his advisors to adhere to these standards. Under Registered Fiduciary in 2015, Roey is a Foundation/Endowment Advisor, 401(k) Plan Advisor, Wealth Manager, Financial Planner, IRA Specialist, 401(k) Participant Advisor and Philanthropy Advisor. As a charter member of the Purposeful Planning Institute, Roey's commitment to values based planning led him to create Argonne Trust Company, a South Dakota non-depository bank/trust company.  

On February 7, 2014, Roey launched 3 Dimensional Wealth Advisory as a continuation to the 139 years as Diefendorf Capital.  As the only remaining Diefendorf family member in the business, he felt this strategic move was his responsibility to take to maintain the sustainability of the firm into the 22nd century. 

Roey, in conjunction with Shawn Barberis, introduced "A+ Life Family Pentagon" (a product of Aspida360) which is the technology tool to deliver "more than money" wealth management to our clients.  This platform is the nuts & bolts that make 3 Dimensional Wealth transformational to families who truly wish to become "legacy" families. 

Roey’s success in his career has been recognized through several awards. In 2001, Consolidated Portfolio Review Corp. was one of 10 recipients nationwide to receive the "Fleet Bank Small Business Leadership Award," recognized for our significant revenue growth.  In 2006, Roey was selected as a Semi-finalist in the prestigious Ernst & Young Entrepreneur of the Year awards and a finalist in the New York Enterprise Report Small Business award. In 2009, Roey was honored as part of the inaugural class of the "50 Around 50" award by the LI Business News. On the technology front, Roey is the founder of Megethos3, LLC, a business process management software, which Gartner & 1 to 1 Media awarded their CRM Excellence Award to Roey/Megethos3 for "Efficiency” in 2010.  And in 2011, Gartner selected Roey to be a judge for their US and European CRM awards. 

 

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