Chapter Meeting

Wealth Management Decisions with Presenter Ross Levin

Ross Levin's speech will touch on the various areas of wealth management and how advisors make decisions with their clients.  He will be going through the key areas of wealth management and discuss frameworks for helping clients make integrated decisions.  Topics will include: aspects of moral psychology, decision making, general wealth management (investment, tax, cash flow, estate and debt planning) to incorporate in helping clients make the best strategic decisions for themselves.

Thanks to our September Host & Platinum Partner: Sit Mutual Funds