Wealth Management Practice Series: Identifying Target Markets & Delivering Your Message

Join us for an exclusive Education Luncheon & Panel Discussion on "Identifying Target Markets & Delivering Your Message," tailored specifically for private wealth managers. This insightful event will feature a dynamic panel of experts, including:

- Francis A. McGrail, Strategic Partner and Registered Corporate Coach at Team Performance Group LLC
- Kate Terricciano, President of Image Marketing Consultants

The discussion will be moderated by Raymond Bovich, CFA, of Wooster Square Advisors.

Date & Time: April 3, 2025
Venue: Max Downtown

This is a unique opportunity to gain valuable strategies and insights into identifying your target market and effectively communicating your message to clients. Don’t miss the chance to learn from industry leaders and network with peers in a relaxed and professional setting.

SCHEDULE:
12:00 – 1:30 PM
30-40 minute presentation followed by Q&A.

COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00

REGISTER

1.5 CE Credit awarded for CFA Society Hartford members.