WM 2020 Industry Awards Save the Date

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CE DIGITAL FORUMS

• Advisor Technology • Asset Management • Marketing
• Practice Management • Wealth Planning

Wealth Planning:
2021 Planning Strategies

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

Panel 1: Structuring the Modern Family Office (3:00 – 3:30 pm EDT)
How family offices are evolving as priorities shift from growing wealth to wealth preservation. 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

Panel 2: Accelerating Retirement Planning Digital Transformation (3:45 – 4:15 pm EDT)
The innovative technologies that are defining and shaping the future direction of retirement planning. 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)
New and improved platform enhancements that are transforming life insurance and annuities. 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 Office
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.

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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.

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