The 2021 Wealth Management Excellence Series

JUN
2
First Wednesdays (March, June, September & December)
3:30 pm - 5:00 pm
 
Next Location:
June 2nd
Zoom Meeting
 
Events (Topics Subject to Change): March 3rd
Better Client Engagement = More Success

June 2nd
Post Pandemic Global Macro Outlook

September 1st
Is Insurance an Investment?

December 1st
Technology in Wealth Management
 
Time: 3:30 pm - 5:00 pm
 
 
Add to Calendar 06/02/2021 3:30 PM 06/02/2021 5:00 pM America/Los_Angeles Wealth Management Excellence Series The Wealth Management Excellence Series is designed for thought-leaders in the advisory community who want to bend the curve, not just stay ahead of it. The intent of the program is to learn about and analyze cutting-edge strategies to generate market-leading client results and share the next level of evolution in practice management. Zoom Meeting CFALA info@cfala.org false MM/DD/YYYY

The Wealth Management Excellence Series is designed for thought-leaders in the advisory community who want to bend the curve, not just stay ahead of it. The intent of the program is to learn about and analyze cutting-edge strategies to generate market-leading client results and share the next level of evolution in practice management. Attendees will include C-suite executives of family offices and RIAs, leading financial advisors, investment managers, business managers, and other top private wealth industry professionals.

This 4-part series is designed to address the issues, concerns and interests of wealth management practitioners. Meeting in select months on the first Wednesday from March through December, this highly successful program in Los Angeles will be led by a dynamic team of industry experts. Register for individual sessions or the entire series. Don’t miss out!

March 3rd, 2021 - Better Client Engagement = More Success
Please join us and our nationally recognized expert, Julie Littlechild, as she teaches us how to cultivate a better client experience. Learn actionable techniques for more effective client engagement and become referable!

June 2nd, 2021 - Post Pandemic Global Macro Outlook
Please join us as our experts examine the state of global liquidity and its impact on markets, inflation, foreign exchange, and interest rates.

September 1st, 2021 - Is Insurance an Investment?
Whole Life vs. Term, Annuities or Not? Join us for a spirited debate as we tackle the biggest charged questions in the industry! Here our expert's their points of view and then join them and share your opinions in our networking session.

December 1st, 2021 - Technology in Wealth Management
We will examine how new technologies and fintech products are shaping the industry for consumers and advisors.

Series Registration Fees (All 2021 WMES Events)
$10 (Member) $40 (Non-Member)

Individual Session Registration Fees*
$5 (Member) $20 (Non-Member)

*Upcoming Individual Sessions

March 3rd: Better Client Engagement = More Success

Payment Information
We accept the following:

If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.


Mail Check To:

CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org.
Series Chair:
Yves-Marc Courtines, CFA, CFP
As a participant in the CFA Institute Approved-Provider Program, CFA Society Los Angeles has determined that this program qualifies for 4 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.

 

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