Attorney-Wealth Manager

1 Hour Education Webinar

Do you have wealthy clients asking you intricate financial questions that you wish you could be more armed to respond to? Questions ranging from tax planning, investments, asset titling, retirement planning and more?

You may have existing relationships with financial advisors, especially those who frequently give you client referrals, but as an astute professional, you want to constantly enhance your knowledge base to better serve your clients.

Join one of our upcoming live Zoom webinars during which one of our hand-selected advisors provides high level updates on the wealth management industry’s latest trends, and answer any of your financial questions.

Topics may range from:

—Tax Planning

—Wealth Planning

—Investments

During this 1 hour Zoom webinar, we will have as a guest speaker a financial advisor from one of the top wealth management firms in the nation (a fiduciary firm managing over $500MM in client assets), having an informal, no-pressure conversation with you around your most-pressing client questions.

This event will be moderated by Select Advisors Founder and CEO, Amy Parvaneh.