Beyond the Portfolio: Navigating the Wealth Strategies You Might be Missing
Lexington, KY
October 16 @ 9:30 am – 5:00 pm
Join us for a dynamic panel discussion tailored for high net worth individuals, seasoned investors, and financial professionals interested in exploring advanced wealth management concepts. In today’s rapidly evolving financial landscape, traditional strategies may face new challenges. Our panel of industry professionals will share sophisticated, and lesser-known strategies that may help unlock new levels of financial perspective, potentially preserve capital, and contribute to long term- legacy planning. Whether you’re looking to refine your current portfolio or explore new avenues, this event offers thought-provoking insights designed to inform your approach to wealth management.
Following the panel, guests are invited to spend the afternoon at the iconic Keeneland, where the event continues in a relaxed setting. Enjoy the hospitality, thrilling races, and meaningful conversations with fellow attendees, all set against the backdrop of one of Kentucky’s most celebrated venues.
Thursday, October 16
9:30am – 10:00am Networking
10:00am – 11:30am Panel Discussion with Private Wealth, Estate Planning, & Tax Professionals
11:30am – 5:00pm Lunch and Live Racing
Keeneland Race Course
4201 Versailles Road
Lexington, KY 40510
Questions about the event? Contact Julia Ray at jray@deandorton.com
Disclosure
This event is intended for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. The views expressed by panelists are their own and do not necessarily reflect those of the hosting organization.
Reserve Your Spot