INSIGHTS ON MANAGING YOUR FINANCIAL FUTURE THE FORBES/SHOOK WEALTH MANAGEMENT SUMMIT
On November 12 over 6,000 advisors and investors gathered virtually for the 2020 Forbes/SHOOK Wealth Management Summit. With speakers from firms including Merrill Lynch, UBS, Wells Fargo,
Ameriprise and J.P. Morgan, it made an historic year even more memorable.
The summit included some of the nation’s foremost wealth management leaders, including Alger’s Amy Zhang, UBS’ Jason Chandler and Merrill Lynch’s Andy Sieg, who shared their tips on navigating and prospering through these unconventional times. Keynote conversations and panels ranged in
topics from tax policy, vaccines and healthcare, renewable energy, real estate and more.