Name
Planning Today for the Client of Tomorrow
Date & Time
Friday, May 15, 2026, 10:20 AM - 11:00 AM
Speakers
Description
As the private wealth landscape continues to evolve, advisers must adapt their approaches to meet the needs of the next generation of clients. This closing session will bring together key themes from across the conference and open the floor for a forward-looking discussion on emerging challenges, new ideas, and how advisers can best prepare for the future.