Money & Family: Important Conversations
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.
During this pandemic, your role as your client's trusted advisor can make all the difference!
Format for this Zoom meeting will be as follows:
- Welcome & Introductions!
- Panelists' Presentation
- Breakout Groups
- Participants will randomly be placed into breakout groups.
- Once in your breakout group, you will be able to continue to discuss the topic, share how it applies to your practice, and to network and get to know the others in your group!
- Reconvene & Closing Remarks
Looking forward to meeting virtually!
NOTE: Webinar login information will be provided after you register for this event.