Events

RBC Advanced Planning
Summit Presentation
October 27 and 28, 2020 - Minneapolis, MN
Our President & CEO Amy Castoro is presenting at this year's RBC Advanced Planning Summit in Minneapolis, MN

Institute for Family
Governance Workshop
TBD - NYC
Our President & CEO Amy Castoro will run a breakfast workshop for IFG members on the topic "Will Your Wealth Unify or Destroy Your Family — what can you and your trusted advisors do to increase the odds?"

CFA Society's 2020 Annual
Wealth Conference
TBD - Toronto, Canada
Our President & CEO Amy Castoro will be speaking at CFA Society's 2020 Annual Wealth Conference in Toronto