Integrated Wealth Advisor Council - September 27-28, 2022- Chicago Meeting

Overview

Tuesday, September 27, 2022 - 3:00pm to Wednesday, September 28, 2022 - 4:00pm


To register for this council meeting, please contact Ken O'Young at koyoung@familyoffice.com.

Venue & 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.

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

  • Agenda

Tuesday, September 27

  • Meeting: 3 pm - 5 pm Central Time
  • Council Cocktails and Dinner:  6:30 pm Cental Time 

Wednesday, September 28

  • Full-Day Meeting: 8 am - 5 pm Central Time