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Wealth Forum eblast

From: Registered Rep. [[email protected]]

Sent: Monday, March 23, 2009 10:05 AM

Subject: Invitation to the premier networking event of the year

This message has been sent by Registered Rep. on behalf of Wealth Management Exchange.

Strategies for attracting and serving affluent clients
during times of turmoil.

Wealth Forum 2009

Wealth Forum sponsors

Wealth Forum 2009 is a comprehensive one-day conference and networking event where you can hear and speak with some of the nation’s leading investment experts, wealth advisors and affluent investors who will help you understand how to position yourself for success in the new economy.

Don’t miss this opportunity
to learn what some of the smartest high-net-worth families and advisors are doing now to adjust to the new economic and political realities—and to understand best practices that will help you survive—and thrive—in the current recession and make the right moves while there’s still time.

Date: April 1, 2009
Place: The Yale Club, New York City
Register now or call 203-930-9797
(Remember to enter code "rrtem" to save $100)

• Sam Stovall, Chief Investment Strategist, Standard & Poor’s
• Michael Santoli, Columnist, Barron’s
• Tom Robinson, Managing Director, CFA Institute
• John Benevides, President, Family Office Exchange
• Richard Kohan, Partner, PriceWaterhouseCoopers
• Jonathan Rikoon, Partner, Trusts & Estates, Debevoise & Plimpton LLP

Establish new relationships with other financial professionals, high-net-worth investors/families and other leading wealth advisors
Profit from learning how the financial crisis and the Obama Administration's new policies will impact investment and estate-planning strategies
Build your network with high-net-worth clients and leading advisors across a range of wealth management specialties
Protect client estates by understanding how conventional wisdom on portfolio construction failed in 2008—and which risk-management techniques really do work.
Reevaluate tax, estate and retirement plans based on new Congressional initiatives.
• Improve your client-advisor relationships by better understanding where each is coming from and how to align interests better.


Produced by Wealth Management Exchange

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