Building – or Rebuilding – a Client’s Financial Plans
101 Park Avenue
New York, NY 10178
Is your client’s portfolio akin to new construction? Or is it more of a fixer-upper in need of renovations?
Join us for a panel discussion on taking an architectural approach to financial planning.
- Constructing a financial plan
- Evaluating risk
- Creating portfolio-based plans
- Considering client finances
- Structuring their portfolio
Joshua Horn, Partner, Securities Industry Practice Co-Chair, Fox Rothschild LLP
Noon - 12:30 pm Registration & Lunch
12:30 - 1:30 pm Presentation
1:30 - 2 pm Q&A