VIRTUAL IDEA LAB
MEMBER FIRM EDITION
Join Jeff Reed and Justin Smith, Head of Advantage Point, as they talk through the high net worth planning landscape now that the “dust has settled” from the onset of the pandemic and corresponding economic downturn. They’ll spend a few minutes talking through what is on the minds of high net worth clients and their advisors and thoughts on planning strategies that pair well with that mindset.
TUESDAY, AUGUST 4TH
11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN
SCHEDULED TO APPEAR…
Justin Smith, Head of Advantage Point