Meet, Greet, Learn

Trusts & Estates is hosting two business-building evenings for advisors in June. The first teaches how to build relationships with other advisors who serve high-net-worth clients. The second is a roll-up-your-sleeves working session about how to market estate planning to the wealthy. Building Relationships with Advisors to the Affluent is a panel discussion to be held June 17 at the Princeton Club