Today’s society has experienced a rapid transformation over the last ten years, and likely will see even more changes over the next decade, fueled by the impact of a global pandemic, product evolution, and technological advancements. In this session, Tony Davidow, CIMA^® will explore some of the key client facing trends that are shaping the wealth management industry. Join this discussion and you’ll get an expert perspective on the latest wealth topics. You’ll walk away with actionable ideas to help clients prepare for the recovering phase of COVID-19.

Tony Davidow, CIMA^®
President and Founder T. Davidow Consulting, LLC
Chair of the Investments & Wealth Monitor^® Editorial Committee

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected