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HIGHLIGHTING WEALTH MANAGEMENT | |
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| | | October 27th 12:30 PM EST | There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health? So how can the financial planning industry innovate health and wealth management in the post pandemic era? Join us as we explore these issues with Maria Elena Lagomasino, CEO & Managing Partner of We Family Offices and Carolyn McClanahan, Founder of Life Planning Partners. | | RSVP |
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| | | October 27th 1:30 PM EST | With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions. | | RSVP |
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