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An Introduction to Advanced Wealth Management Techniques, Workshop

  • 24 Mar 2015
  • 8:00 AM - 10:30 AM
  • Gilda’s Club Twin Cities, 10560 Wayzata Blvd., Minnetonka MN 55305

Registration

Come join us, Tuesday, March 24th, for the inaugural APRA-MN Workshop. This new event will provide a single session on a pertinent topic for prospect research professionals. Our workshops will provide the interaction with researchers and presenters that you'd receive at a full day conference, while remaining accessible to those with busy schedules. We hope to see you there!

Session: An Introduction to Advanced Wealth Management Techniques
Presenter: Darren Cooper - Prospect Research Consultant
Description: Wealthy families use a variety of techniques to manage their assets. These strategies can reduce their tax bill, protect them from liability, increase their privacy and ensure that their wealth is passed on to the next generation. This session will introduce some of these techniques and provide examples of how they are or could be used.
Time: Registration starts at 8:00, Session begins at 8:30

Cost, Members: $25
Cost, Non-members: $40

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