In this webinar, three expert panelists discuss the future of wealth management and provide listeners with key takeaways for how to apply these insights in your own work. Their conversation explores new challenges the industry faces and how the McCombs Wealth Management Center plans to address those challenges, industry insights from leaders in the field, and planning for human capital, personal legacy, and educated philanthropy. Watch the recording!

PANELISTS

  • Dr. Ramesh K. S. Rao – UT Austin McCombs School of Business
  • Russell W. Norwood, CIMA, CFP – Venturi Private Wealth
  • Rhonda H. Brink, JD – Brink & Bennett

Supplemental Materials:

Please note: Alumni Network webinars must be viewed live to receive CPE credit. Watching the recording does not qualify for CPE credit.