2017 FOX Wealth Advisor Forum Venue & Accommodations

Swissotel Chicago
323 E. Wacker Drive
Chicago, IL 60601
Phone: 312.565.0565
Reservation Direct: 1.888.737.9477
FOX has reserved a limited number of rooms at Swissotel Chicago with a rate of $279/night plus applicable taxes (currently 17.4%). To obtain this discounted rate, contact reservations directly at 312-565-0565 or toll-free at 1-888-73 SWISS and mention “FOX” or the “Wealth Advisor Forum."  You may also reserve online via this link: https://aws.passkey.com/go/foxwaf


REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

Field of Study: Finance - Up to 8 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state. Learning Objectives: Upon completion of the program, participants will be able to identify the macroeconomic trends that are impacting investing and portfolio management, expected changes to taxes and policies and gain a better understanding of the importance of the advisor partnership with families of wealth.

Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.