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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 […]Find out more »
JOIN US FOR AN EXCLUSIVE HALF-DAY EVENT With Expert Speakers, Interactive Panel Discussions and Breakout Sessions! Breakfast, Lunch & All Conference Materials Provided – Adult Guests Are Always Welcome! Register NowFind out more »