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Hosted by CFA Tampa Bay

Winning UHNW Business Owner Clients



Are you winning the battle of keeping business owners as your client when they exit their business?

Does your business growth strategy include attracting business owners as clients?

Winning the Business Owner Client:
Move Up Market with CNR Advanced Planning
By attending this luncheon program, advisors learn to become a more trusted resource for business owner clients and their families through early advanced planning. Learn two complimentary services from City National Rochdale’s (CNR) Private Wealth Solutions including Business Owner Advisory and Comprehensive Wealth Assessment. Together these solutions provide strategic and practical advice on business transitions coupled with advanced planning solutions for advising on subsequent liquidity events.

In this session you will learn more about each service through real examples from the field. Over lunch, discuss with other member professionals their experiences, too.

11:30 AM - Check-in
11:45 AM - Lunch Service
12:10 PM - Program with Gerry Gaeta Begins
  1:15 PM - Event Concludes

Registration includes lunch and will be limited 30. Register early to secure your spot.

Free to CFA Society Tampa Bay Members & Associates
$35 - Non-members.

Friday, May 5, 2023
11:30 AM - 1:15 PM Eastern Time

Location
Maggiano's Little Italy
203 Westshore Plaza
Tampa   FL   33609
 
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Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account

Non-members - $35 (includes lunch) $35.00
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Agenda

 


Gerry Gaeta, JD, MSFS, CEPA
Managing Director, Senior Wealth Strategist
 City National Rochdale

May 5 2023 12:10PM


Winning UHNW Business Owner Clients


Business owners have needs that differentiate them from other investors in terms of managing, growing, and transitioning their wealth. Transitioning a business is both a personal and complex decision for business owners. Advisors have an opportunity to become a trusted resource for their business owner clients and their families through early advanced planning. City National Rochdale’s (CNR) Private Wealth Solutions includes two complimentary services, Business Owner Advisory and Comprehensive Wealth Assessment.

LEARNING OBJECTIVES
How to work with business owners and manage their unique investing needs. Understand the complexities that are involved in managing a wealth plan for a business owner.

Session accepted for one (1) hour of continuing education by CFP Board.

Credits may also be applied toward professional recertification requirement for CAP®, CLU®, ChFC®, RICP®, CLF®, CASL®, ChSNC®, FSCP®, and WMCP®. Credits may also be applied toward recertification requirements for AAMS®, ADPA®, ABFP, APMA®, CRPC®, CRPS®, SCRIC®, FPQP®, LUTCF®, WMS®.

Registration Fee
Member
No Charge
 
Non-Member
$35.00

Event ID  230