This week, Roy Ballentine, our Executive Chairman & Founder, is scheduled to speak at Bob Veres’ Insider’s Forum on Wealth Management Strategy Development.
Many clients have goals, but no strategy to achieve them. This session will cover the importance of, and the process for, creating a family wealth management strategy rather than a series of mostly tax-motivated transactions. Participants will leave the session with best practices on defining strategy for financial planning clients and acknowledging the role of family values while identifying and resolving conflicting goals.
Learn more about Roy Ballentine.
Check out the full event agenda here.