Opening Remarks – Mr. Mike Englert, BA,
B.Ed., EPC
8:00 AM – 8:50 AM
TBA
Mr. Raymond Young
9:00 AM - 9:50 AM
TOPIC TBA
TBA
10:00 AM - 10:50 AM
The NEW
conversation about Money, Wealth and Worth
“Richard has designed a new conversational
context that will shaky and powerfully serve
financial professionals and investors seeking to
secure their financial life and legacies.” - FORBES
Given the nature of intergenerational wealth
transferences along with the cross pollination of
multigenerational thinking when planning and
strategizing for long term wealth protection and
performance ; a new conversation is emerging.
One that crosses new values, new views and a new
vision for family wealth over time.
Dolan
has been researching areas such as behavioral
finance, happiness economics and investor resilience
to develop his own Urban Financial Life Philosophy
that lives at the core of new theories,
applications, education and conversations that will
empower, embolden and engage clients in a far more
meaningful and impactful way. Attendees will
learn more about;
1. The NEW Urban Financial
Life Philosophy; 2. The NEW tools for Financial
professionals; 3. The NEW opportunities that
emerge through the shift in conversation and; 4.
The expanded realm of revenues and referrals that
can be generated as a result of implementing this
proven approach and attitude.