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Master List Of Financial Advisor Conferences For 2023-2024

Private Wealth DC Metro Forum

The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community and is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community. The agenda for this closed-door and invitation-only event includes asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy.

Price: $3,000
Type: In Person
Early Bird: $2,200 until 12/29/23
Content Focus: General Planning, Investment, M&A
Channel: Bank Trust, RIA
Organizer: Private Organization
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