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Wealth Management Unwrapped - The CEO's Guide

 

 1 hour

Online • Closed Captioned • 

Wealth Management Unwrapped - The CEO's Guide

Discover what you need to know to take charge of your own wealth. We'll talk about the ten lessons and insights from the woman who founded the Institute for Private Investors on the premise that the investor advisor relationship can be transformed - that transparency is essential, and that you are the figurative CEO of My Wealth, Inc.

We'll be live-tweeting this session with #MyMoney. Join us!


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Get Introduced to the Women You Should Know

We help our members connect with specific attendees who share their industry and life experiences.

Kristy Wallace

Kristy Wallace

New York, NY

Former CEO at Ellevate Network

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CEO at Ellevate Network

Join Ellevate to Meet Maricella
Rebecca Spitzer

Rebecca Spitzer

New York, NY

VP of Product and Technology at Ellevate Network

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