Integrated Wealth Advisor Council - March 20-21, 2024, 2023 - Southeastern Florida

Overview

Wednesday, March 20, 2024 - 2:30pm to Thursday, March 21, 2024 - 4:30pm

To register for this council meeting, please contact Ken O'Young at koyoung@familyoffice.com.

General Timing>

The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market.

For information about joining this Council, contact us by email or call 312-327-1247.

Recommended for:

FOX Integrated Wealth Advisor Council Members and Prospective Members

Registration

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Not a FOX Member? Inquire here to request an invitation to this event:

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Agenda

ANTICIPATED TIMING

Wednesday, March 20, 2024

Meeting: 3:00 pm to 5:00 pm EST
Council Cocktails and Dinner: 6:00 pm EST

Thursday, February 29, 2024

Full-Day Meeting: 8:00 am to 4:00 pm EST