Cultivating the Ultra-Affluent
We are pleased to announce that Hannah Shaw Grove, of HSGrove Private Wealth Consultancy and Prince & Associates, will be our guest speaker on the subject of Cultivating the Ultra-Affluent at our May 8th Annual Meeting & Dinner Program. Cash bar and cocktails will begin at 5:45 p.m., followed by dinner promptly at 6:30 p.m., speaker at 7:30 p.m., and we anticipate an end to the meeting between 8:30 p.m. and 8:45 p.m.
Ms. Grove will share qualitative and quantitative research from the ultra-high-net-worth community and their closest advisors to shed light on the key trends and influences that shape their preferences and priorities regarding wealth management, estate planning and other key high-end services.
IMPORTANT UPDATE REGARDING OUR GUEST POLICY: The Board has decided to amend the guest attendance policy. Effective May 8, 2013, a guest is permitted to attend only two dinner meetings within any two-year period. (Of course, if you think that your guest would like to attend more than two dinner meetings, please encourage him or her to submit an application for membership, which can be downloaded from our website at www.epclfc.org or you can request an application from Lori Somerville at 877-302-6300 or epc-lfc@comcast.net.)
Please click on the link below for complete program and registration details. (Non-members may attend dinner meetings if accompanied by a member subject to the above-referenced guest attendance policy.)
