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Event Details

Event Registration - Top Ten Planning Strategies to Deepen Client Relationships

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Thursday, April 27, 2023
12:00 PM - 1:00 PM Eastern Daylight Time
Top Ten Planning Strategies to Deepen Client Relationships

Description
Expanding the conversation with clients beyond investments and related performance will deepen relationships. This presentation will explore the top ten planning strategies and how to have the relevant planning discussions that will allow you to help your clients while strengthening your relationships with them.

Join CFA Society Boston virtually as we host, Jody King, JD, CPA, on Thursday, April 27, 2023, from 12:00 pm - 1:00 pm. Register today!

Speaker Bios
Jody King, JD, CPA
As the leader of Fiduciary Trust Company’s wealth planning practice, Jody focuses on developing customized wealth plans for clients that integrate all aspects of estate and financial planning. She prides herself on being an active listener which helps clients identify their true goals and serves as a foundation for all of their planning.

Jody has previously served in the roles of Vice President & Investment Officer, and Vice President & Director of Client Services at Fiduciary Trust. Prior to joining Fiduciary in 2005, she was a Director at Northstar Advisors, LLC, a multi-family office focused on complex, multi-generational families. Before that, she was a Senior Manager in Ernst & Young LLP’s Personal Financial Counseling group.

Pricing 
Members | Complimentary
Non Members | $20.00
 
Passport Program 
Members of any CFA society may attend at the CFA Society Boston member rate. Please Use code PPW2022 for webinars for member pricing. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program.  If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool. 

Registration 
Members can register by logging into their Boston specific account. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Confirmation details will be sent following registration. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. 

 



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