RBC Advanced Planning 

Summit Presentation

October 27 and 28, 2020 - Minneapolis, MN

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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

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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

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