Investments & Wealth Masters Forum 2023 - Scottsdale | Investments & Wealth Institute | 5 February 2023 | TBA, Scottsdale, Arizona

Venue
TBA
TBA, Scottsdale, Arizona

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Event Date Sun Feb 5 MST - Wed Feb 8 MST (almost 2 years ago)
In your timezone (EST): Sun Feb 5 2:00am - Wed Feb 8 2:00am
Location TBA
Scottsdale, Arizona
Region Americas
Details

This event takes a structured yet flexible approach in covering content related to planning for the intergenerational transfer of wealth. This exclusive event will focus on the curated needs of HNW and UHNW clients and is available to those advanced advisors who serve clients with assets of $5M or more.

Speakers

2023 Speakers

Dana Anspach
Founder, Chief Executive Officer of Sensible Money, LLC

Karen Barr
President and Chief Executive Officer, Investment Adviser Association

Thomas M. Brinker
Adjunct Professor, The American College of Financial Services

Corey Ciocchetti
Associate Professor, University of Denver

Adam Cummings
Entrepreneur and Advisor, The Nathan Cummings Foundation

Lisa R. Featherngill
Senior Vice President & National Director, Comerica Wealth Management

Eric Flett
CEO & Principal, Concentric Wealth Management LLC

Justin Goodbread
President, WealthSource Partners, LLC

Hale Irwin
PGA Tour Hall of Famer

Michael Kitces
Chief Planning Nerd & Publisher, Nerd's Eye View

Lindsey Larrabee
Consultant, Templar Advisors

Roger L. Levy
Chief Executive Officer, Cambridge Fiduciary Services, LLC.

Stephanie Link
Chief Investment Strategist & Portfolio Manager, Hightower

Ashley S. Murphy
Founder & Principal, Arete Wealth Strategists Australia

Noel Pacarro Brown
Financial Advisor, Morgan Stanley

Jorge Padilla
Principal & Senior Client Advisor, MEIRA

Robert Powell
Editor, Retirement Management Journal

Scott Reed
Chief Executive Officer, Hardy Reed

Ross Riskin
Chief Learning Officer, Investment & Wealth Institute

James Sandidge
Principal, The Sandidge Group

Steve Siegel
President, The Siegel Group

Matt Sommer
Head of Defined Contribution & Wealth Advisor Services, Janus Henderson Investors

Duane Thompson
President, Potomac Strategies, LLC

Susan Turnbull
Founder, Personal Legacy Advisors

David York
Co-Founder & Managing Partner, York Howell & Guymon

Sponsors & Partners

2023 Partners

PLATINUM PARTNER:
• Janus Henderson Investors

BRONZE PARTNER:
• Charles Schwab