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Roy Ballentine, CLU, ChFC, CFP®, insurance

Speaking Engagement: Ballentine Partners Executive Chairman & Founder to present keynote at 2017 Insider’s Forum

08/17/2017

On Thursday, September 7, 2017, Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, will present a keynote address at Bob Veres’ Insider’s Forum Conference.

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Speaking Engagement: Boston Estate Planning Council Seminar – The Rising Tide of Cognitive Decline

01/23/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was invited as a panelist at the Boston Estate Planning Council’s panel discussion about the issue of cognitive decline and how families can implement best practices now to ensure that their financial strategies, wealth transfer plans, and family relationships survive the impact of this devastating disease.

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