Roundtable – March 2013

Topic: Building Integrated Wealth Management Teams
Discussion Leader: Adam C. Broughton, CFP^®, Sackett Financial Group

Adam helped design a new format for group learning and the result was outstanding. A real-life case was summarized by the host – anonymized, of course – and participants had a chance to discuss approaches and solutions to the situation presented.

The case chosen placed many wealth-planning issues on the table and our attendees from a broad cross-section of disciplines (financial planners, CPA’s, estate attorneys, insurance specialist, non-profits, and philanthropic advisors) brought their own unique perspective into the discussion.

One participant wrote: “I wanted to thank you [Adam] for moderating a wonderful meeting. I think the format was very powerful and you did a great job leading the group.”

Another said after the session: “I rarely have a chance to hear the perspective of other advisors – and from the vantage point of multiple disciplines. I learned a lot today.”

Establishing the Advisor’s Need for a NEW conversation—Beyond Money

The Role of Philanthropy in the Role of Creation of Legacy Families by. Lee Hausner, Ph.D.
(View the slides from Lee’s presentation by clicking here. pdf)