Events

Conference
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

static1.squarespace.png
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-logo.png
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