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.
October 3, Boston MA
Lisa Cohen will be speaking on the topic of ESG in a Time of Crisis.