Plante Moran Wealth Management Networking and Education Opportunities
Beyond reports on investments, clients seek information and guidance as they try to sort through all of the many personal, business and family complexities wealth inherently brings. Living amidst global change is both exciting and unnerving; it presents new opportunities but also raises many questions.
Providing educational resources and programs are key hallmarks of Plante Moran Wealth Management’s holistic service offering. Whether a one-on-one conversation about financial planning, viewing a webinar about cybersecurity, reading a paper on selecting a trustee or attending an event – we take pride in offering value beyond the bottom line.
This year we will be launching a number of thought provoking resources and programs for clients, prospective clients and friends of the firm. Among continued efforts, in 2017 we will begin hosting a 2-day financial summit with outstanding speakers, interactive discussions and the opportunity to network with peers in a confidential environment. Our team will also be hosting regional Learn, Lead & Legacy luncheon programs and networking breakfasts. Making wise financial decisions are only a part of a family or organization’s well-being and our events are one of the ways we seek to provide holistic, integrated advice.
