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Events for January 8, 2019
The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.Find out more
All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to email@example.com.
Withdrawals from events, live or streaming, are subject to the following policy:
- 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
- LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund
For more information: Policies and Procedures