CFA Society & FPA Philly Partner for 9th Annual High Net Worth and Private Wealth Conference
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 Export to Your Calendar 11/30/2017
When: Thursday, November 30, 2017
8:30 AM
Where: Cira Centre
2929 Arch Street
Philadelphia, PA  19104
Contact: Chris Stewart
215-295-0729

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Please mark your calendars now and save the date for the 9th Annual High Net Worth and Private Wealth Conference.

Once again, FPA Philadelphia will partner with the CFA Society Philadelphia to bring you a stellar conference.  This day-long event will feature panel discussions and expert speakers from leading wealth advisors, trust and estate experts, and asset managers.  The conference addresses many of the pressing issues facing wealth investors.  Topics from past conferences include:

  • Issues surrounding family philanthropy;
  • The emotional investor: financial psychology for wealth advisors;
  • How can advisors do a better job for women clients;
  • Implications of direct investment by HNW families

The event will also feature a cocktail reception immediately following the conference.  We expect approximately 175 investment professionals to attend, representing over 100 firms.

More info will be posted and sent in the coming weeks.