Join us for this year’s FOX Wealth Advisor Forum for a learning and networking experience that will be rewarding and action-oriented.
- Expert speakers will offer insights to help you better understand trends related to evolving client needs, the industry, and the workforce.
- You will learn practical solutions for building strong teams, developing strategic skills to build better client relationships, and differentiating your own firm as a leader within a crowded landscape.
- The forum will provide multiple opportunities for networking with the most accomplished advisors in the industry, structured peer dialogue discussions, and a session focused on professional skill development.
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Registrations are subject to approval by FOX.
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 email@example.com 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: TBD
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.