keyboard_arrow_right
Search & Filter keyboard_arrow_right
keyboard_arrow_left Hide
Pre-conference workshops
keyboard_arrow_leftSearch & Filter
search
Streams
Clear
Formats
Pre-conference workshops
search
Streams
Clear
Formats
Showing 1 of 1 Streams
PPLI for family offices, HNWIs, advisors, attorneys and CPAs: The basics, benefits and key execution steps
1:15pm - 2:00pm
Registration
2:00pm - 2:30pm
PPLI 101 – what, how and the rules
- Bill Boersma - President/Owner, OC Consulting Group
- Patrick Maguire - Managing Partner, Greenberg & Rapp Financial Group, Inc.
- Henry Bregstein - Partner Chair, Alternative Products, Katten
2:30pm - 3:15pm
HNWIs Case Study - How HNWIs assess and plan with PPLI
PPLI as a repositioning tool
- Marguerita Cheng, CFP - CEO, Blue Ocean Global Wealth
Get the Latest Event Updates
Sign up to get the latest event updates and information.
Filter
Streams
Clear
Formats