The 2019 FOX Wealth Advisor Forum™ will focus on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. We will explore issues surrounding the coming transfer of wealth, how to improve the client experience, and address issues of cybersecurity. The Forum will offer multiple opportunities for networking with the most accomplished advisors in the industry, structured peer dialogue, and a session on professional skill development.
Join us on May 1-2 in Dallas for a stimulating and rewarding learning and networking experience. The fresh perspectives from the expert speakers and your peers will equip you to confidently embrace the future
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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 firstname.lastname@example.org 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 TBD 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 understand the accelerating innovations in investment platforms, relevant issues regarding artificial intelligence and blockchain, as well as matters related to increasing longevity of our clients, omni-present cybersecurity risks, intense competition for talent, needed adaptations in the workplace for millennials, and disruptions in family businesses.
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.