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Private Wealth Management Thought Leadership Group Meeting

August 9, 2016 @ 3:00 pm - 8:00 pm

Members only free

The Private Wealth Management Thought Leadership Group addresses the needs of the private wealth management professional by providing a community for advisors to high-net-worth individuals; delivering relevant, valuable continuing education; creating a forum for the exchange of ideas; and fostering collaboration and networking with like-minded professionals. PWM programming includes continuing education courses, presentations, and conferences. In addition, the group provides networking opportunities through its planning meetings, lunch programs, and evening receptions.