The Financial Women's Association Of San Francisco
Presents
A Professional Development Series Event

"A New Era: Redefining Ways to Deliver Trusted Advice"

Featuring
C. Steven Crosby, Partner, Advisory Services, PricewaterhouseCoopers LLP

Please join the FWA and The San Francisco Foundation for this Professional Development Series Event -
A New Era: Redefining Ways to Deliver Trusted Advice.

This program will explore the findings of the 2009 Global Private Banking and Wealth Management survey and discuss current industry trends.

How should trusted advisors adapt their practices to continue providing excellent service to existing clients? How have the wealth management and private banking industries been transformed after the financial crisis? What are the qualities that clients feel are most important in a wealth manager, and how have those expectations changed over the past year?
Discussion topics will include:

• Products and services of the "nouveau classic" model

• How planned changes in regulation may affect your business

• New thinking about risk management for wealth managers

Continuing education credit for attorneys and CPAs.
Credit pending for CFPs and CTFAs.

REGISTRATION

Registration is now closed.