A Generational Wealth Transfer: Modern Wealth Management Will Look Different

Name: A Generational Wealth Transfer: Modern Wealth Management Will Look Different
Start: 2023-10-23T12:15
End: 2023-10-23T12:55
Location: The Venetian

Money20/20 USA 2023 · 23 October 2023 · 12:15–12:55 · The Exchange

A Generational Wealth Transfer: Modern Wealth Management Will Look Different was a session at Money20/20 USA 2023 on 23 October 2023 in Las Vegas, with 3 speakers on record.

Speakers

Sarah Kirshbaum Levy — Speaker Chief Executive Officer, Betterment
Tanya Van Court — Speaker Founder and CEO, Goalsetter
Hasan Malik — Speaker Chief Strategy Officer, Edward Jones