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FOX Wealth Advisor Forum


The 2019 FOX Wealth Advisor Forum™ will focus on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. We will explore issues surrounding the coming transfer of wealth, how to improve the client experience, and address issues of cybersecurity. The Forum will offer multiple opportunities for networking with the most accomplished advisors in the industry, structured peer dialogue, and a session on professional skill development.

Join us on May 1-2 in Dallas for a stimulating and rewarding learning and networking experience. The fresh perspectives from the expert speakers and your peers will equip you to confidently embrace the future

https://www.familyoffice.com/learning-programs/forums/2019-fox-wealth-advisor-forum

Earlier Event: April 18
WTA Legislative Update Meeting
Later Event: July 16
FOX 2019 Family Office Forum