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AAAA Webinar “Planning for Your High Value Clients and Beyond” August 15, 2019
Thursday, August 15, 2019, 1:00 AM - 2:00 PM EST
Category: Webinars

 

 

August 15, 2019 

1:00 p.m. - 2:00 p.m. EST. 


"Planning for your High Value Clients and Beyond"

André Garvin | Account Manager | Envestnet MoneyGuide, will speak on "Planning for Your High Value Clients and Beyond".  Learn about involving your A level clients in the planning process and keeping the family assets under your management when it is time for the next generation to inherit them.How do you determine who your high value clients are?  Whether it’s based on assets, referrals or otherwise, planning for your high value clients shouldn’t stop at what you can do for them. In order to deliver quality results for your clients, you must make an impact not only on their financial life but on the financial well-being of those around them. In this session, you will learn how MoneyGuide planning software can help you do exactly that.

 

André Garvin, Account Manager, Envestnet MoneyGuide 
To read  André Garvin's biography click here

 If you are not an AAAA member we encourage you to join by going to www.aaafainc.com.

  

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