WM 2020 Industry Awards Save the Date

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CE DIGITAL FORUMS

2021 Wealth Planning Strategies

Tuesday, December 15 | Start Time 3:00 pm EDT | 12:00 pm PDT

Panel 1: How Family Offices are Evolving to the Priorities of Growing and Protecting Wealth (3:00 – 3:30 pm EDT)
One of the most important challenges facing family offices is how to balance investment growth and investment risk. Learn from the experience of our experts how family office wealth management is transforming by innovating and extending investment services offered; industrializing business structure and operations; and unlocking digital and technology. You’ll gain new ideas and approaches to protect, improve and grow your family office while avoiding common pitfalls. REGISTER

Moderator

Jon Carroll,
Managing Director, Family Office Advisory Services
Ernst & Young

Panelist

David Warren,
Co-founder and Chairman
Bridgeford Trust Company

Panelist

Bill Woodson,
Executive Vice President
Boston Private

Panelist

Steve Lockshin,
Founder
AdvicePeriod and Vanilla

Panelist

Jack Swift,
CEO
The TIFIN Group

Panel Sponsored By

Panel 2: Accelerating Retirement Planning Digital Transformation (3:45 – 4:15 pm EDT)
In this session, we’ll discuss the abundance of advisor technology and integration points available. The considerations between choosing a comprehensive all-inclusive tool and/or incorporating niche specialty tools. Additionally, we’ll discuss the future of the client relationship and how technology can help influence positive results. REGISTER

Moderator

Erin Wood,
Senior VP, Financial Planning
Carson Group

Panelist

Anthony Stich,
Chief Operating Officer
Advicent

Panelist

Jon Anderson,
Head of Retirement
Cetera Financial Group

Panelist

Kevin Miller,
CEO
The E-Valuator

Panel 3: Insurance and Annuity Platform Factors
(4:30 – 5:00 pm EDT)
There are different ways to provide insurance and annuity products to clients. The traditional distribution system is changing, especially for financial planners. SEC Regulation Best Interest is here. This panel will discuss what’s going on in the industry, what the need is, and what new platforms are available. REGISTER

Moderator

Richard L. Harris,
Principal/Director of Advanced Planning
Greenberg & Rapp Financial Group

Panelist

David Lau,
Founder and CEO
DPL Financial Partners

Panelist

Kevin Hughes,
Chief Growth Officer
Envestnet

Panelist

Dev Ganguly,
Senior VP and CIO
Jackson

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Continuing Education Credits:CFP, CIMA, CPWA, CIMC, RMA, and AEP CE Credits have been applied for and are pending approval. Must attend all three panel discussions to qualify.

Not able to attend the live event?
Archived versions of Digital Forums from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.

Panel 1 Sponsor

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