CFA High Net Worth & Family Wealth Conference

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Dec 6, 2018

8:30 am - 5:00 pm

Convene Cira Centre
2929 Arch Street
Philadelphia, PA 19103
CFA Save the Date Flyer proof 2 page 001

 

There are a number of conference sponsorship opportunities available.  E-mail [email protected] for more information.

Click here to register for the conference.

CFA Society is going to extend the discounted rate to WIN members again for the 2018.

 

 

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This Month's Feature Sponsor

The Haverford Trust Company

 

The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.  Read more …..

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