On December 5, CFA Society Philadelphia will host its annual program focused on private wealth and high net worth investors. This day-long conference will feature panel discussions and expert speakers from leading wealth advisors, trust and estate experts, and asset managers. The conference addresses many of the pressing issues facing wealthy investors today.

This year’s conference will focus on registered investment advisors (RIA’s) and practice management. Sessions include:

• Growth Strategies for Wealth Management Firms
• Investing Best Practices;
• Portfolio Implementation Strategies
• Wealth and Estate Planning Techniques (Presented by the Philadelphia Estate Planning Council)
• CIO Panel

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Please note, this event is being hosted by the CFA Society of Philadelphia. The Philadelphia Estate Planning Council is contributing a presentation to the conference and helping to promote the conference.