Navigating Trends in Wealth Management for a Successful 2021:
An Industry Round Table

Get CPE credit and start a plan to move forward

As we all know in life and in business, the one constant is change. 2020 brought no shortage of challenges, and changes. Discuss how lessons learned will translate to 2021.

Join us on Thursday, March 4 at Noon EST/11am CST for this 60 minute virtual event.

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Organizations are pivoting and moving beyond the initial strain from the onset of the 2020 pandemic

While there may be several dynamics of business that are different, success is still possible and it’s happening. Join a meeting of the minds with colleagues in your industry and set the right course for 2021 and beyond.

On March 4th Sikich is bringing together wealth management professionals for an important conversation in 2021. We will discuss trends and challenges happening in your industry, and even provide FREE CPE CREDIT! Bring questions as we all weigh in and share some insights on the state of wealth management in 2021 and the best way to successfully move forward.

What You'll Learn:

  • Technology disruptions impacting customer experience and digital transformation
  • The client shift and how to adjust to new demographics
  • Continuing cybersecurity concerns
  • Increasing M&A activity and how to navigate the opportunity in today’s business climate

Don't miss this event filled with information you need to lead your company in a successful 2021.

Fill out your information above to sign-up.