Strategies for Mitigating Financial Risks & Bridging the Knowledge Gap

Join us for a breakfast meeting where experts discuss critical knowledge gaps in the traditional financial industry that could jeopardize long-term legacies. Gain valuable insights into overlooked risks and emerging challenges that may impact wealth preservation and succession planning. This session will explore areas where outdated practices, regulatory shifts, and evolving market dynamics create vulnerabilities for individuals and businesses. Engage in meaningful conversations over breakfast, connect with like-minded professionals, and learn how to bridge these gaps to protect financial legacies. Don’t miss this opportunity to stay ahead in an ever-changing financial landscape. Secure your spot and ensure you're equipped with the knowledge needed to navigate industry shifts effectively. Join us for an informative and engaging discussion!

Proudly sponsored by:

Advanced Cardiovascular Institute - leaders in comprehensive endovascular, vein and cardiac services

ARC Financial - Financial Educatiors and your premium partner in financial excellence

Zenith Chapel - Champions Running their Course

Nationwide - Protecting what matters most

Host or Publisher Zenith Chapel