March 2-3, 2027
Four Seasons HotelNashville, TN Michael WoocherChief Advisory Officer at HB WealthSpeaker
Profile
Michael Woocher, CFP®, J.D., and Chief Advisory Officer at HB Wealth, oversees the firm’s advisory team and is responsible for driving initiatives that enhance the client and advisor experience. With a background in both law and financial planning, he plays a key role in developing strategic planning solutions and advisor development.
Agenda Sessions
Family Office Services: Growth, Scale, and Staying Profitable
, 3:15pmView Session