Professional Enrichment | Soft Skills Tier 2
The Cotsakos College of Business' Financial Planning Club is pleased to present author and wealth management professional, Charlotte B. Beyer, author of Wealth Management Unwrapped Revised and Expanded.
How will the massive and inevitable changes impact you – an aspiring financial planner or merely an investor? Charlotte Beyer will weave her own personal story of success, first on Wall Street, later as a courageous entrepreneur, into the larger framework of financial planning, both past and future. Trends and disruptions will be detailed and solutions for the profession will be suggested. A lively question and answer period will follow her talk.