May 20, 12:00 PM - 01:30 PM (ET)
This webinar offers a focused introduction to the fundamentals of wealth management, tailored for individuals interested in understanding how to manage and grow personal or family wealth effectively. The session will explore the core components of the wealth management process, including client profiling, evaluation of different investment products, and the development of tailored investment strategies. Emphasis will be placed on a client-centric approach, risk assessment, and portfolio diversification to meet long-term financial goals. Participants will gain practical insights into asset allocation and financial planning.