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Virtual Events

Please save the date and/or register for our upcoming virtual events. Join us for a half-day virtual conference with our Focus Series events or for a sponsored, one-hour webinar.

2020 Schedule 

Focus on 2020 HNW Tax Strategies
January 29, 2020 | 11:00am-3:30pm ET

Advisors with HNW clients require a different approach to tax planning and education. Strategies are emerging that call for clients to revisit their plans, particularly for those who own businesses, have complex estates, and donate generously to charity. Advisors can add significant value by raising key issues with their HNW clients and educating them about potential solutions. Registration coming soon!

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 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 the clients' unique situation. Registration coming soon!

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. Registration coming soon!

Focus on Investment Portfolios for HNW Clients
November 10, 2020 | 11:00am-3:30pm ET

Portfolios for 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. Registration coming soon!