• On the Hunt For Fresh, Relevant, and Compelling Relationship Development Tools?
    Join the Conversation About Visible National Trust.
    September 27 | 4:00-4:25 pm ET

    If you learned about a way to strengthen relationships with 25% of your clients by meeting a sensitive and too often undisclosed wealth management need, would you take a hard look?

    According to the CDC, 25% of people in the US have a disability. That means many of your clients are likely dealing with the personal and financial impact of a disability themselves, in their immediate families, or beyond.

    Join us for an introductory overview of Visible National Trust and Q&A with Founder and Trustee Board Chair Lisa Cohen. We look forward to seeing you and welcome your interested colleagues.

  • Lisa Cohen will be speaking on the topic of ESG in a Time of Crisis.