Sunday, April 30

2:00 PM to 4:30 PM
Elizabeth Ostrander,

CFA®

Intelligent Edge Advisors LLC
Thomas Boczar,

J.D., LL.M, MBA, CPWA®, CFA®

Intelligent Edge Advisors LLC

Irrespective of whether the client’s wealth is held in a business, real estate, or a block of publicly traded stock, the...

2:00 PM to 4:30 PM

The Department of Labor's Conflict of Interest Rule has catalyzed transformative change in the regulation of investment...