Integrated Wealth Advisor Council - April 28-29, 2021 - Virtual


Wednesday, April 28, 2021 - 10:00am to Thursday, April 29, 2021 - 2:30pm

Anticipated Timing>

This Virtual Meeting will be held through the use of appropriate technology.  Any meeting links will be sent via an Outlook Meeting Invite.


The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market.

For information about joining this Council, contact us by email or call 312-327-1247.

  • Agenda

Anticipated Timing Each Day

  • 10:00 am:  Morning Session
  • 11:30 am: Mid-Day Break (2 hours)
  • 1:30 pm: Afternoon Session 
  • 2:30 pm: Meeting Adjourns