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ASFIP: Future of Finance - Private Wealth Series
Date(s):
April 18, 2019
Event Details:Atlanta Society of Finance and Investment Professionals
Future of Finance | Private Wealth Series
Agenda
PLENARY ONE
12:00 PM: Registration & Lunch Buffet
12:15 PM – 12:20 PM: Welcome from ASFIP Leadership
12:20 PM – 12:35 PM: Future of Finance, Bob Dannhauser, Head, Private Wealth Management at CFA Institute
12:35 PM – 1:35 PM: Keynote Speaker, Robert “Bob” Balentine, Chairman of Balentine
1:35 PM – 1:45 PM: Afternoon Stretch & Mingle
BREAKOUT SESSIONS - SELECT ONE
1:45 PM – 2:45 PM:
Option 1 Estate Attorneys Recent Developments in Estate Law or
Option 2 Wealth Transfer
2:45 PM – 3:00 PM: Networking Stretch
PLENARY TWO
3:00 PM – 4:00 PM: Robo Advisor Panel, featuring Jennifer Capouya, Suntrust
4:00 - 4:45 PM – Additional Speaker
4:45 – 6:00 PM – Networking Cocktail Reception
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