Essentials of Wealth Planning

2022 Edition

Friday, January 28
1:00 p.m. EST

Join our lead researcher in behavioral finance and wealth strategies, Matt Sommer, for a comprehensive overview on wealth planning developments and trends that could impact your most valued clients in the year ahead, including an update on capital markets, actionable insights from the latest in behavioral finance and potential impacts of ESG for your clients.

Featured Speaker:

Matt Sommer, Ph.D., CFA, CFP

Head of Defined Contribution and Wealth Advisor Services