Financial planning for the family office and high-net-worth clients
| | | | | | | Learn more with this web seminar. | | | | | | | |
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| | | | | | | Financial planning for the family office and high-net-worth clients
June 4, 2019 | 2 PM ET/11 AM PT | | | | Hello John, | | | | As more and more firms pursue high-net-worth clients, this webinar will explore their unique planning needs, and the strategies and practice structures necessary to serve them effectively. | | | | Topics to be covered will include: | | | | The biggest issues these clients face How is an HNW practice different from a family office? Pricing and billing strategies How much of a concierge service do you need to offer? Identifying and pursuing the right clients |
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| | | | | | | NASBA CPE Credit is being offered for this webinar.**
SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes. This seminar not approved for IRS CPE Credit.
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| | | | | | | | ABOUT | CONTACT | PRIVACY | | | SourceMedia | One State Street Pl. 27th Floor | New York, NY 10004
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