Are you still relevant – in these changing times? Featuring Jag Dalal-an internationally known speaker and consultant in the field of Information Technology, management  and outsourcing.
These are changing times, driven by technology, human demographics and business dynamics. Businesses built and thrived on prior platforms will no longer be relevant. This presentation explores these changes and how it is changing various professions and industries and what businesses have to do to be able to keep up with the changes. Otherwise, they will join the ranks of companies that no longer exist (only 10% of Fortune 500 companies from 1955 exist today).Presentation and a panel discussion will explore how these changes are impacting financial planning and changing what is expected of them in the future.

Also featuring

  • Glenn Frank, Lexington Wealth Management: Crossroads: The Intersection of Time, Money and Joy
  • David Brown, University of Arizona: Tax Uncertainty and Retirement Savings Diversification (Roth vs non-Roth)
  • Dan Candura – Ethics CE
  • Kristine McManus, Commonwealth Financial Network, Branding for Advisors
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