Please save the date and/or register for our upcoming virtual events. Join us for a half-day virtual conference with our Focus On series events or for a one-hour webinar sponsored by one of our industry partners.
Rethink How to Win Executives
March 11, 2020 | 2:00-3:00pm ET
Complimentary to Investments & Wealth Institute members! Not yet a member?
Many advisors take gender differences into account when adjusting their financial planning approach to an individual client. In 2019 FlexShares Exchange Traded Funds, managed by Northern Trust, commissioned a study to not just learn about differences between men and women high-net-worth (HNW) investors, but specifically about differences between men and women HNW executives who are the primary breadwinners of their households. Learn the latest gender research so that you can build better relationships and produce better outcomes for your HNW executive clients. Learn more and register here.
Focus on HNW Client Specialization
April 22, 2020 | 11:00am-3:30pm ET
Wealth comes in many shapes and sizes, but it's useful to segment high-net-worth (HNW) clients in terms of certain profiles. For example, an executive with a complex compensation package has very different advisory needs than a family business owner. Elite advisors adapt their wealth management approach based on their clients' unique situation. Learn more and register here.
Focus on Retirement Income Strategies
August 26, 2020 | 11:00am-3:30pm ET
Many retirees require a goals-based planning approach, particularly when generating a consistent and sustainable income stream in retirement. As clients transition from accumulation to decumulation, advisors are turning to flexible solutions to deliver a certain level of consistent income to meet their needs in the current low-yield retirement. Learn more and register here.
Focus on Investment Portfolios for HNW Clients
November 10, 2020 | 11:00am-3:30pm ET
Portfolios for high-net-worth (HNW) clients are more sophisticated than the average affluent client. They require enhanced access to asset classes and products, such as private equity, alternatives, impact investing, and derivatives. These portfolios may also involve leverage and lending and require an elite advisor to manage all the moving parts. Learn more and register here.