The Forum brings together leading RIAs, family offices, insurance carriers, asset managers, attorneys, trustees, producers, and service providers from across the private placement industry.
The agenda for this year’s Forum includes:
- Tuesday, December 1: Pre-Forum golf outing at Miami Beach Golf Club, followed by the Pre-Forum Welcome Reception at the Kimpton EPIC Hotel.
- Wednesday, December 2: A full day Forum of discussions on PPLI and PPVA planning and implementation, including estate planning, wealth transfer, and philanthropic planning, with IDF manager roundtables over lunch.
For more information or to request registration details, please email marketing@spearheadadmin.com.
