Integrated Wealth Advisor Council - March 20-21, 2024, 2024 - Coral Gables, FL Meeting


Wednesday, Mar 20, 2024 - 03:00pm
Thursday, Mar 21, 2024 - 04:00pm

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.

Coral Gables, Florida


    Wednesday, March 20, 2024

    • Meeting: 3:00 pm to 5:00 pm EST 
    • Council Cocktails and Dinner: 6:00 pm EST

    Thursday, February 29, 2024

    • Full-Day Meeting: 8:00 am to 4:00 pm EST