The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate.  Welcome to Atlanta!

    Future of Finance | Private Wealth Series

    April 18, 2019
    12:00 PM - 5:30 PM
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    Grand Hyatt Atlanta in Buckhead 3300 Peachtree Road NE
    Atlanta, GA 30305  Directions

    Tickets

    $0.00 Member Fee | Advanced Registration Required

    $50.00 Guest Fee | Advanced Registration Required

    Register Now


    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:  Executive Fireside Chat, Robert Balentine, Chairman, Balentine & Brittain Prigge, President, 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, Head of Digital Investment Solutions, SunTrust Private Wealth Management

    4:00 - 4:45 PM: Lisa KuengDirector of Creative Campaigns, Invesco Consulting

    4:45 – 6:00 PM: Networking Cocktail Reception

    SPECIAL THANKS TO OUR SPONSORS

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