Tom Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Family Office, presented on the ‘Management of Collectibles in Wealth Portfolios’ to participants at Daniel Frank Sedwick LLC Auctions recent Treasure Auction 34, held in Winter Park, FL.
Tom, a 30+ year veteran of the wealth management field is also an avid collector of sports memorabilia, autographed baseball cards, and wine.
He spoke about the impact of collectibles as an alternative investment and the importance of including them in financial, tax and estate planning. He has also published articles on collectibles and alternative investments in Kiplinger, Forbes.com, Crain Currency, and Sports Collectors Digest.
Watch a portion of Tom\’s presentation below or on YouTube.
