BIV Business Excellence Series: Strategic Wealth Management

Where can your money be most wisely invested? Which of the many opportunities fit your circumstances? When is it better to work with institutions and individuals? The choices are overwhelming, but the focus of our Business Excellence Series discussion is to help you navigate the options to most effectively place your funds in the proper hands. Our expert panel will talk specifics on strategic wealth management at each stage and level, aiming to arm you with a game plan to build personal prosperity.