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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Ken Stern
President at Lido Advisors
Speaker

Profile

Ken Stern is President of Lido Advisors. Ken is focused on executing Lido’s vision in growing Lido Advisors into a nationally recognized leader in advanced wealth management and investment strategy. After working with and helping grow various financial institutions, Ken saw a need for a client-centric financial advisory firm focused on comprehensive planning and dynamic investment management. As a result, he founded both Asset Planning Solutions, Inc. and Ken Stern & Associates. Ken has authored seven personal finance books and appeared in or been quoted on several TV and radio shows including The Today Show, CNBC, and CNN. Authored books include: To Hell and Back, Pounce, Secrets of the Investment All-Stars, Senior Savvy, 50 Fabulous Places to Retire in America, Safeguard Your Hard Earned Savings and Secrets of the Investment All-Stars. Ken is an Alumnus of Harvard Business School, is a Certified Financial Planner and speaks extensively on wealth transfer, alternative investments, and legacy planning. Originally from Farmington Hills, MI, Ken enjoys spending time with his family, traveling, skiing, public speaking, writing, and reading.

Agenda Sessions

  • Architecting Your RIA Firm for Present and Future Expansion: Rules of Engagement for Developing Top Talent

    12:05pm