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.
2020 Schedule
Focus on HNW Client Specialization
June 10, 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.