WELCOME TO THE SPOTLIGHT -
In this issue, we feature an insightful interview with one of our keynote speakers, Alan Harter, CEO and Founder of Pactolus, a private wealth management company. With over two decades of experience in wealth management and legacy planning, Alan will offer his expertise on fostering healthy financial legacies that can weather both market fluctuations and the unpredictable nature of family dynamics. His approach balances the technical and emotional challenges of wealth management, making his keynote a must-attend for anyone helping clients navigate these intricate waters.
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