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2020 Speaker Series
March 5 @ 7:00 am - 9:00 pm
JOIN US FOR AN INTIMATE EVENT.
Family Wealth – A Hard Look At The ‘Soft Issues’
With featured speaker Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, CEO and founder of Wealth Legacy Advisors LLC. She is an award-winning Thought Leader to families of wealth, and Public Speaker to the financial services industry who serve them — or want to! — on the human issues that keep families of wealth up at night: legacy, governance, stewardship, succession, philanthropy, and managing fiduciary risk. Based in NYC, she is a “recovering” Attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth. Susan’s passion is helping families (and their provider organizations) with the tools to take them to their full potential.
Cocktail reception to follow.
Seating will be very limited and reserved in the order in which RSVPs are received.
Please register by calling 314-222-0375 or email [email protected]