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Date: On-Demand
Time: On-Demand
Cost: Complimentary
Editorial Webcast Sponsored by:
Business owners and C-suite executives spend most of their time and energy keeping the business afloat, and are often in need of a long-term plan for their own finances which may have been put on the back burner. In this webcast, we’ll examine the key elements of advising these clients, from early stage business financing questions through to retirement, succession and legacy planning. Learn the best practices for working with business owners and executives, especially those in the high- and ultra-high-net-worth segments. You’ll also learn about the psychological and behavioral side of wealth management, which can be helpful for establishing productive multi-generational relationships within client families.
Join this complimentary webcast to discover how to deliver better financial advice and added peace of mind for clients with sophisticated planning needs. You’ll learn how to:
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Help clients maximize wealth while minimizing key risks
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Take advantage of what’s ahead over the next 12 to 18 months, especially as more business-owners transitions are expected to occur
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Communicate with C-suite executives and business-owner clients and family members about the rapidly changing wealth management landscape
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And more!
>>> Check out Part 1: Wealth Management Masterclass, Part 1 of 3: Tax Planning in Focus
Featured Speakers:
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John Manganaro | Senior Reporter | ThinkAdvisor John Manganaro focuses his coverage on all things retirement, with a special emphasis on the perspective of financial planning professionals and wealth managers. John’s work helps to illuminate the important role of financial advisor professionals and to demonstrate the critical importance of the U.S. retirement savings system. His coverage of the retirement industry has earned multiple Jesse H. Neal Awards finalist designations. |
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Andrew Crowell | Vice Chairman of Wealth Management | D.A. Davidson As Vice Chairman of Wealth Management for D.A. Davidson, Andrew Crowell helps lead the full-service brokerage and money management firm built upon a tradition of long-term investing and providing sound advice and guidance. He works alongside the firm’s Southern California regional manager to oversee their California offices, leads the firm’s community relations and philanthropy functions, and serves as the private client liaison with SIFMA. |
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Monique Hayes | Partner | DGIM Law | Adjunct Professor | University of Miami School of Law Monique Hayes is a renowned business attorney with the rare benefit of experience in both private and public practice. As a leading attorney, board certified in Business Bankruptcy Law, ranked by Florida SuperLawyers and Florida Trend as a “Legal Elite,” Monique’s impressive professional recognitions are a result of her passion for the law and commitment to excellence. She is a member American Bar Association’s Business Law Section Council. Monique is also a best-selling author and serves as an adjunct professor at the University of Miami School of Law. |
Can’t attend? Register to view the on-demand recording after the webcast.
