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Investments & Wealth Masters Forum

February 5-8 |

Scottsdale, AZ |

https://content.investmentsandwealth.org/scottsdale-2023

The Investments & Wealth Masters Forum–Scottsdale takes a structured yet flexible approach in covering content related to planning for the intergenerational transfer of wealth. This exclusive event will focus on the curated needs of high-net-worth and ultra-high-net-worth clients and is available to those advanced advisors who serve clients with assets of $5M or more.

Price: 795-1095

Type: Hybrid

Content Focus: Advanced Planning, Estate Planning

Channel: CFPs, Experienced Planner, Independent BD, RIA

Organizer: Private Organization

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