1. 1 How To Protect and Distribute Your Wealth In Uncertain Times March 10, 2010 Seashore Point Provincetown, Ma. Host: Daniel Williams, Founder Wellfleet Wealth Inc. 200 Eastwind Circle #100 Wellfleet, Ma. 02667 59 Walpole Street, Suite 311 Canton, Ma. 02021 Wellfleet Wealth Inc. is not a subsidiary of nor controlled by ING Financial Partners Inc.

2. 2 Wealth Protection Legacy Planning Wealth Transfer Consultative Wealth Management Wealth Enhancement Client Relationship Management Advanced Planning Investment Consulting Copyright 2010, Wellfleet Wealth Inc.

3. Personal CFO Team Other Personal Advisor Financial Adviser Personal CFO Team Personal Attorney Personal CPA Client Estate Planning Attorney Risk Management Specialist Portfolio Investment Group Copyright 2010, Wellfleet Wealth Inc.

6. Recommendations for moving forward

7. Duration: 1 – 1.5 hrs.

8. Review progress and plan implementation

9. Meet with team experts when appropriate

10. Duration: 1 hr.

11. Confirmation of commitment

12. Duration: 1 hr.

13. Completion of discovery process

14. Duration: 1 – 1.5 hrs.