Thursday, December 1, 2011
8:00 a.m. – 4:00 p.m.
Conference includes continental breakfast, lunch, and morning and afternoon coffee breaks
Location: The Hub at Cira Centre (adjacent to 30th Street Station)
2929 Arch Street, Mezzanine Level
Philadelphia, PA 19104
MAHFA members may register at the discounted CFA member price.
Use the registration button above and click “+Add 1 Member.” During checkout, indicate that you are a MAHFA member in the comments section.
Quality programming addressing such topics as:
- What are prominent advisors telling clients today?
- Are we seeing a transformation in the practice of wealth
- The outlook for tax-advantaged investments
- Developments in inter-generational wealth transfer
- How to avoid shirtsleeves to shirtsleeves in three generations
Lisa Shalett, Chief Investment Officer, Bank of
– The Coming Transformation of Wealth Management
Tobia Levkovitch, Chief U.S. Equity Strategist, Citigroup
– How We’re Seeing the Investment Landscape