Focus on Advising the Great Wealth Transfer 2018 | Investments & Wealth Institute | 15 November 2018 | Pointe Hilton Tapatio Cliffs Resort, 11111 N 7th St, Phoenix, AZ 85020, USA
Venue
Pointe Hilton Tapatio Cliffs Resort
Pointe Hilton Tapatio Cliffs Resort, 11111 N 7th St, Phoenix, AZ 85020, USA
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| Event Date | Thu Nov 15 EST (about 6 years ago) |
| Location |
Pointe Hilton Tapatio Cliffs Resort
11111 N 7th St, Phoenix, AZ 85020, USA |
| Region | Americas |
Details
A new generation of investors brings new attitudes and expectations to the wealth management industry, while at the same time advisors are aging and leaving the industry faster than firms are replacing them. These two demographic trends disrupt established client-advisor relationships, potentially putting your advisory practice at risk. Join our industry experts as they share a framework to handle the generational wealth transfer.
Speakers
2018 Speakers:
Jan Blakeley Holman
CFP®, CIMA®, ChFC, CDFA®, CFS, GFS®, Director of Advisor Education, Thornburg Investment Management
Matt Sommer
CPWA®, CFA®, CFP®, Vice President, Janus Henderson Investors
Larry Reinharz
Managing Director, Woodbridge International
John Bergner
Shareholder; Chair, Wealth Preservation Practice Group, Winstead PC
Sara Grillo
CFA®, Financial Writer
Sponsors & Partners
2018 Sponsors:
PLATINUM:
• CAPITAL GROUP
• Nationwide
BRONZE:
• FlexShares