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Second Senior Executives Breakfast

Innovation in Wealth Planning

Key regulatory changes and technological innovation are pushing Wealth Management firms to improve and/or rethink the value-added services provided to their clients.

In this context, the pivotal role played by Wealth Planning has significantly increased in recent years.

Therefore, we would be delighted if you could join us and our guest speakers for an invitation-only breakfast round-table on Innovation in Wealth Planning.

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