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Oct. 20-22, 2020
The 2020 Wealth Management Virtual Summit features timely expert commentary, panel discussions, and a must-see keynote address. Let’s reach new heights together.
Virtual summit graphic

How much do you need to retire? What’s the best way to pass on your wealth? What do you need to know about the market right now, and how will the election affect it? These are tough questions, complicated by a tumultuous economy — financial markets are near all-time highs while a pandemic creates the worst global recession in decades. No matter how challenging, we’ll answer these questions and reach new heights together at the Virtual Summit.

Join Plante Moran Wealth Management and participants from across the nation for a three-day event designed to help you protect and enhance your family’s financial future. With panel conversations shared by our top wealth management advisors and a keynote from Gregory Valliere, chief U.S. policy strategist at AGF Investments, you’ll gain the necessary clarity and confidence to make your next financial moves.


You can register for each session individually.

Tuesday, Oct. 20, 2020
• Capital markets and the economy in an election year 1:00 – 1:45 p.m. EDT
Wednesday, Oct. 21, 2020
• Wealth transfer planning in an election year 1:00 – 1:45 p.m. EDT
• Will you be able to retire comfortably and confidently? 2:00 – 2:45 p.m. EDT
• Women and wealth: The top three things to know about financial planning 3:00 – 3:45 p.m. EDT
Thursday, Oct. 22, 2020
• Keynote, featuring Greg Valliere 3:00 – 4:00 p.m. EDT


If you can’t attend the event live, we encourage you to register still to receive the links for on-demand access.