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Title

2nd Annual Wealth Management Symposium

Event Description

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2ND ANNUAL

WEALTH MANAGEMENT

SYMPOSIUM

DISRUPTORS AND DIFFERENTIATORS

This is a time of significant change and disruption for the wealth management industry. New forms of advice and new ways to deliver that advice will continue to emerge. Wealth management firms, and the individuals who run them and deliver advice, must strategically evolve to adapt to the shifting dynamics.

We invite you to join us for a day to learn about new trends, reinvention, and differentiation!


EARLY BIRD (through March 15) 
Members:  $99
FPA, Students & Candidates:  $149
Guests & Non-Members:  $199

March 16 – April 17, 2020
Members:  $150
FPA, Students & Candidates: $200
Guests & Non-Members:  $275

Event Type

Society; Educational

Education Topic

Economics; Equity Investments; Fixed Income; Portfolio Management; Private Wealth Management

Start Time

4/17/2020 10:00 AM

End Time

4/17/2020 5:30 PM

City

Newport Coast

State/Province

CA

Event Country

United States

Event Region

Americas

Location Info

​The Resort at Pelican Hill 

Pacific Ballroom
22701 Pelican Hill Road
South Newport Coast, CA 92657



Speaker

Jason Hsu, Ph.D, Rayliant Global Advisors and Others

CE Credits

5.0

SER Credit

0

Currency

$US

Member Price

$99

Non-Member Price

$199

Candidate Price

$149

Registration

All Day Event

 

Recurrence

 

Event Link

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Event Short Info

 

Attachments

Content Type: MyCFA Calendar
Created at 3/3/2020 10:41 PM by admin@cfaoc.org
Last modified at 3/3/2020 10:41 PM by admin@cfaoc.org