Wealth Management 2013

Wealth Management 2013 focuses on changes in money markets, social marketing strategies, client relationships and impact investing in April 2013 hosted in Chicago. American Leaders produces a highly-interactive, exclusive event catered to industry experts in the field of wealth management.

With regulations updating constantly, there is always a new insight to be discovered when you're diligently trying to staying ahead of the curve in portfolio management, inter-generational issues, as well as many other key topics in wealth management today.

American Leaders' Wealth Management 2013 consists of:
A Workshop targeted towards Family Dynamics and portfolio management

Innovative Case Study on Impact Investing and methods
Strategies to inspire critical thinking and idea sharing

Speakers & Advisors
Joel Yudenfrend,Mark Sloss,Gary Haapala,Asad mahmood,Jenny Santi,Ryan Backlund,Richard Orlando,Ronald M. Florance

By joining this event you will learn how to:
• Focus on estate planning and portfolio advising
• Create efficiency in your advisory teams
• Keep up with family dynamics and discover ways to better understand your client needs
• Understand lessons from case studies of impact investing initiatives
• Adapt to current market conditions and projections
• Determine how to incorporate technological options to improve your practice
• Learn and discuss the impact of fiduciary and estate tax changes in 2013