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DTSTART:20211118T173000Z
DTEND:20211118T190000Z
LOCATION:Minnehaha Country Club
UID:2185020211118T173000ZAffluent Families, Goals-Based Planning, and Advisor Collaboration
DTSTAMP:20260418T101523Z
DESCRIPTION:\nAffluent and ultra-affluent families are increasingly adopting a modern, goals-based framework for investing their wealth. When intent enters the conversation and every asset serves a purpose – whether to attain a certain lifestyle or create a meaningful legacy – alignment between wealth management and estate planning becomes vitally important. Amanda Lott, Head of Goals-Based Planning for J.P. Morgan Private Bank, will be joined by the Private Bank’s Joe Kaufman and Peter Moyer to introduce the approach and uncover entry points for advisor collaboration.\n \n \n \nRegistration for in-person attendance will close at 5 pm on Monday, November 15th.  \n \nIf you do not feel well, or have been exposed to Covid, we ask that you stay home and attend the live webinar.\n \n \n \nPresenters:\n Amanda Lott, Executive Director, Head of Goals-Based Planning, J.P. Morgan Private Bank \nAmanda Lott’s high-impact role drives J.P. Morgan’s training, content and strategic approach to help clients articulate their most meaningful intentions and align their resources to these priorities.\n \n \n Joseph Kaufman, Vice President and Banker, J.P. Morgan Private Bank \nJoe Kaufman advises high- and ultra-high-net-worth individuals and families on protecting and growing their wealth based on a comprehensive and holistic view of their financial picture.\n \n \n Peter Moyer, Vice President and Banker, J.P. Morgan Private Bank \nPeter Moyer works closely with business owners, corporate executives, physicians, and attorneys to guide them through the complex financial opportunities afforded by significant assets and scale each client’s hard work into a meaningful legacy.\n
SUMMARY:Affluent Families, Goals-Based Planning, and Advisor Collaboration - Sioux Falls Estate Planning Council 
PRIORITY:3
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