In January 2016, we hosted our first Wealth Management Symposium with special guests, Dave Butler, and Mychal, Mychel, Klay and Trayce Thompson. We discussed personalized strategies and forecasts for the year, and sat down with the Thompson family to talk about generational wealth management. Watch the highlight reel and see some of the photos from the event below. Check back soon for updates on our next event.
Check out our Intersect Capital’s 2016 Wealth Management Symposium.
To view this video, please connect with your Intersect partner to obtain the password.
View photos from Intersect Capital’s 2016 Wealth Management Symposium.