FOX’s Wealth Advisor Forum™ focuses on key challenges and solutions for wealth advisors. This forum will explore developing new business in the current paradigm, managing challenging family dynamics, how to prioritize diversity in your organization, and will include peer networking. This forum is aimed at helping wealth advisors navigate the challenges they’re facing now and in the future, as well as fostering connections with peers.
"Great sessions and easy opportunity to learn about timely topics for wealth advisors." - 2020 Forum Attendee
Who Should Attend
All FOX Members, including Family Office Executives and Advisors, are encouraged to attend this forum.
Sign in to register
Accessing the Event: This FOX Virtual Forum will be delivered via an external conference platform. Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. Please note that video content will be provided via Zoom.
Registrations are subject to approval by FOX.
Cancellation Details: All cancellations must be made in writing to Family Office Exchange at email@example.com. 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 Internet Based
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.