2021 FOX Virtual Wealth Advisor Forum

Agenda | Presenters | FAQs

Overview

The FOX Wealth Advisor Forum brings to the forefront the topics, issues and insights that advisors need to know to not only thrive but navigate new opportunities and direction. In 2021, advisors need to be prepared more than ever to respond to the client shifts underway. This year's forum will explore managing challenging family dynamics, making a positive impact alongside families, exploring your firm's value, prioritizing diversity within your organization, and more. There will also be multiple opportunities for you to engage in virtual networking with your peers.

"Great sessions and easy opportunity to learn about timely topics for wealth advisors." - 2020 Virtual Forum Attendee

Who Should Attend

All FOX Members, including Family Office Executives and Advisors, are encouraged to attend this forum.

Advisors, family members, and single-family office executives are encouraged to join us for sessions on May 11.

May 12 and May 13 sessions are open to advisors.

 

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 events@familyoffice.comFor more information regarding administrative policies please contact FOX office at: 312.327.1200.

Field of Study: Communications and Marketing, Personnel / Human Resources, and Specialized Knowledge - Up to 6 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 make a positive impact alongside clients, prioritize diversity within their organization, navigate challenging client dynamics, and understand their organization’s value.

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.