Roundtable Name
Women and Their Role in Wealth Management
Location and Hotel
Denver, Colorado
Date
June 2nd - 4th
Description
Women, as professional and clients face many challenges in wealth management. Today, women control approximately 30% of the investable assets which is expected to rise to over 4
Format
The Beacon team weaves together case studies, breakout "brainstorming" sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.
Roundtable Infographic