Presenter: Lauren Klein
Assistant Vice President, Funds & Foundations, The Associated
8:00 a.m. Networking | 8:30 a.m. Program
Join fellow estate and financial advisors for a collaborative and interactive case study on managing family dynamics. Lauren Klein, family engagement expert, will lead a discussion on best practices for advisors to facilitate deeper conversations with your clients around values, next-gen involvement and philanthropy.
Light breakfast. Dietary laws observed.
This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.
Calling all Jewish professional women! Let’s come together for a fun evening of networking and socializing. Don’t miss this opportunity to connect with like-minded women, […]