Meet, Greet, LearnMeet, Greet, Learn
Trusts & Estates is hosting two business-building evenings for advisors in June. The first teaches how to build relationships with other advisors who serve high-net-worth clients. The second is a roll-up-your-sleeves working session about how to market estate planning to the wealthy. Building Relationships with Advisors to the Affluent is a panel discussion to be held June 17 at the Princeton Club
May 1, 2003
Rorie M. Sherman Editor in Chief
Trusts & Estates is hosting two business-building evenings for advisors in June. The first teaches how to build relationships with other advisors who serve high-net-worth clients. The second is a roll-up-your-sleeves working session about how to market estate planning to the wealthy.
“Building Relationships with Advisors to the Affluent” is a panel discussion to be held June 17 at the Princeton Club in New York. Thirty participants will be privy to a panel discussion and a question-and-answer session, followed by a networking dinner with the panelists and their associates. The speakers include Roy M. Adams, partner at Sonnenschein, Nath & Rosenthal; George Harris, co-founder of Kozusko Lahey Harris LLP; Dou...
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