Wealth Management 2013: Strategic Estate Planning & Investment Portfolio Optimizatioin

Organization: American Leaders

Event Date/Time: Apr 24, 2013 / 8:30 am - (EST) End Date/Time: Apr 25, 2013 / 6:00 pm - (EST)
Report as Spam

Description

Wealth Management 2013 focuses on changes in money markets, social marketing strategies, client relationships and impact investing in April 2013 hosted in Chicago. American Leaders produces a highly-interactive, exclusive event catered to industry experts in the field of wealth management.

 

With regulations updating constantly, there is always a new insight to be discovered when you're diligently trying to stay ahead of the curve in portfolio management, inter-generational issues, as well as many other key topics in wealth management today.

 

American Leaders' Wealth Management 2013 consists of:

  • A Workshop targeted towards Family Dynamics and portfolio management

  • Innovative Case Study on Impact Investing and methods

  • Strategies to inspire critical thinking and idea sharing

 

Join experts from:

  • Wells Fargo

  • US Bank

  • UBS

  • Various top banking institutions and wealth and investment management firms

 

Be involved because:

  • Understand current issues within the industry

  • In-depth look at regulatory and market changes

  • Develop a unique approach to critical issues in portfolio management

 

 

Venue

Organizations

American Leaders