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October 9, 2019
"Let Me Save You Some Time"
Josh Brown is a New York City-based financial advisor and the CEO of Ritholtz Wealth Management. Josh helps people align their investments with their financial goals and manage portfolios for them. His clients range from high net worth households to corporations to retirement plans to charitable foundations. For younger investors and those just getting started, they’ve created the Liftoff automated advisor – a simple, low-cost way to access a professionally managed portfolio selected just for you.
Josh is also the author of the books Backstage Wall Street and Clash of the Financial Pundits from publisher McGraw-Hill. In addition, he serves on the advisory board of financial technology firms Riskalyze , Vestwell, Digital Assets Data Corp as well as CNBC’s Financial Advisor Council.
Description:Everyone in the audience will walk out with some practical new idea they can put into place immediately to improve the quality of their client experience.
2:00 p.m.Check-In and Late Registration
2:15-4:30 p.m. Announcements / Presentation
4:30-5:15 p.m.New Member Reception
Kansas Insurance - 1 hour approved
Missouri Insurance - Not Approved
This meeting is sponsored by:
Address: PO Box 4303Topeka, KS 66604