Join Amy Lampert, veteran of the wealth management industry, as she shares some of her uncommon observations on the art and science of wealth management.  Amy will share her wisdom gleaned from a 40 year career in financial services, and will bust some commonly held beliefs about the world of personal finance and asset management. Some questions she will answer, include:

• The difference between financial planning and asset management
• Why most portfolios lack financial balance
• The difference between accumulation and distribution strategies
• Why the "number" isn't the most important consideration in retirement planning
• Why self-insuring for a chronic care need may be ill-conceived
• What are some of the shortcomings in qualified plans?

Seating is limited and registration is required.

Lunch is provided.

Register Now! If you have any questions please do not hesitate to contact me.

Sincerely,

Rachel Sandler
rs@margolis.com
617.267.9700
www.margolis.com