Money & Family: Important Conversations
Please note: This event has been suspended pending further notice. It WILL NOT be held on March 12th
Eileen Sachanda (Sr. Managing Director of Wealth Management and Sr. VP) and Angela Major Hart (Sr. VP and Wealth Strategist), both at Northern Trust, will lead discussion on strategies for important conversations your clients want to take place with their next generation around family wealth, its responsibilities, and its desired deployment. Northern Trust has invested heavily in programs to help educate their clients heirs and Eileen and Angela will provide insight as to why they feel this is important.
Your role as your client's trusted advisor can make all the difference!