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Wealth Management 2013: Strategic Estate Planning & Investment Portfolio Optimization
The field of wealth management is expanding in product offerings, relationship building strategies, and faces a changing market and regulatory climate. This conference will cover all of these areas, and more.
With regulations updating constantly, there is always a new insight to be discovered when you're diligently trying to staying 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:
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