Curated News
By: NewsRamp Editorial Staff
July 11, 2024

Distinguished Plenary Speakers Announced for Investments & Wealth Strategy Forum 2024

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TLDR

  • Gain insights from top-tier speakers at the Investments & Wealth Strategy Forum to enhance client portfolios and stay ahead.
  • The Forum features plenary sessions on market impacts, adaptive investing strategies, fostering 'grit', and tax savings in business transactions.
  • The Forum aims to equip advisors with knowledge and skills to meet the complex needs of their affluent clients, making a better tomorrow.
  • Explore the potential market impacts of the presidential election, adaptive investing strategies, fostering 'grit', and ethical principles guiding AI in financial services.

Impact - Why it Matters

This news matters as it provides insights and solutions for advisors to apply in their conversations directly with clients during the last quarter of 2024. The Forum offers a focused and sophisticated learning environment, delivering impactful, cutting-edge programming for experienced investment and wealth managers.

Summary

The Investments & Wealth Institute is excited to unveil the lineup of distinguished plenary session speakers for its annual Investments & Wealth Strategy Forum, set to take place at the Loews Chicago Hotel, September 30 – October 2, 2024. The Forum will feature top-tier executive education professors, acclaimed industry thought leaders, and elite investment and wealth advisors. Plenary speakers will explore critical topics including the potential market impacts of the presidential election, adaptive investing strategies, fostering 'grit' within teams, and ethical principles guiding the use of AI in financial services. The Forum is designed for growth-oriented advisors to gain the knowledge and skills necessary to meet the complex needs of their affluent clients.

Source Statement

This curated news summary relied on content disributed by News Direct. Read the original source here, Distinguished Plenary Speakers Announced for Investments & Wealth Strategy Forum 2024

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