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:
- https://utexas.box.com/s/fy1elk1s0m5tp052vov2i23sc5vatv32
- https://utexas.box.com/s/lgk32px9yn3ewpmfz9maic2iya3lx9ip
Please note: Alumni Network webinars must be viewed live to receive CPE credit. Watching the recording does not qualify for CPE credit.
April 8, 2022 at 3:58 pm
Can you please provide this recording
April 12, 2022 at 5:37 pm
Hello, thank you for bringing this to our attention. I have updated the recording link and it can now be viewed at the link in the article.
Best,
Jenlyn Meyers
Alumni and Donor Services, McCombs School of Business