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Plante Moran Wealth Management Family Financial Summit

July 24, 2017 Article 1 min read
Plante Moran Wealth Management will host their first annual Family Financial Summit this fall.

A widing road through the mountains

We are excited to host our first annual Plante Moran Wealth Management Family Financial Summit in October 2017! The hallmarks of our Summit will include thought provoking speakers, interactive small group sessions and the opportunity to network with peers in a comfortable, confidential environment. We will cover topics such as:

  • Investing in times of change: Global economic and market outlooks
  • Family dynamics and communication amidst affluence
  • Cybersecurity
  • Institutional investing fiduciary responsibilities
  • Family philanthropy
  • Financial and estate planning

The Summit will be held in the Metro-Detroit area and include an opening dinner followed by a day of networking and educational sessions.

Participation in the Family Financial Summit is by invitation only and exclusively for Plante Moran clients and friends.  If have questions about the summit, please send an email to familyfinancialsummit@plantemoran.com or reach out to your Plante Moran contact.

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