Integrated Wealth Advisor Council - March 25-26, 2020

Overview

Wednesday, March 25, 2020 - 3:00pm to Thursday, March 26, 2020 - 4:00pm

VIEW ANTICIPATED GENERAL TIMING >

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.

The next meeting will be held in downtown Chicago.

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

  • Agenda

ANTICIPATED GENERAL TIMING

Wednesday, March 25, 2020

  • Welcome and first session
    • 3:00pm-5:00pm
  • Cocktails & Dinner
    • 6:00pm-9:00pm 

Thursday, March 26, 2020

  • Full-day Meeting
    • 8:30am to 4:00pm

** Business casual attire for meeting **