Wealth Management - Where Do We Go From Here? - Wednesday, October 28th, 2009

Registration Information

The fee for this program is $45 and you can pay by credit card over the phone or send a check written to DePaul University to:

DePaul University

Department of Finance

c/o Kelly Glenn

1 E. Jackson Blvd, Ste 6100

Chicago, IL 60604

Registration is required by Friday, October 23rd.  If you have questions about the program or would like to register, please contact Kelly Glenn at 312-362-7531 or cfs@depaul.edu.

**4.5 CFP CEU's Pending**

Program

8:15   Continental Breakfast and Welcome

8:45 Keynote Address by Mellody Hobson, President of Ariel Investments

9:45 Panel: The New Business Model for Wealth Management

11:30 Lunch

12:30 Panel: The Changing Landscape For Financial Advisors

2:15 Workshops

A. Estate Planning  & Changes in the Tax Environment 

B. Rethinking Asset Allocation