Positioning Your Practice for High Net Worth Clients

This practice management presentation will educate advisors on the complex financial needs of high net worth clients as well as how to engage and serve their comprehensive needs. Our presenters, Nikki Chuang, on-boarding specialist, and Matt Liamero, Senior Regional Consultant, Northeast Division, both with AssetMark, and Greg Morel, Investment Consultant at Clark Capital Management Group, will present case studies to illustrate various planning scenarios, such as facilitating wealth transfer between generations, navigating life events such as having children, marriage, divorce, planning for retirement, and managing business transitions. Click here for speaker bios.

Learning Objective(s):

At the end of this session, attendees will have a good understanding of the unique, complex financial needs of high-net-worth clients, their families, and their businesses and how best to advise them.

Level of Complexity: Intermediate

Registration Fees:

FPA Chapter Members: N/C

Non-Members: $20

Advance Registration Required - Registration Deadline: Monday, November 8th.

After registering, you will receive an email confirming your registration.

The day prior to the event you will receive an email containing the Zoom link and information about joining the meeting.

By registering for this event, I acknowledge and accept that my contact information may be shared with our chapter partners, without whose support we could not provide benefits of local chapter membership such as this event to our members.

MANY THANKS TO OUR PROGRAM SPONSORS!

AssetMark

Nikki Chuang, Senior Business Development Consultant, Upstate New York

585-455-2453 / Nikki.Chuang@AssetMark.com

Clark Capital Management Group

Greg Morel, Investment Consultant

914-999-0852 / gmorel@ccmg.com