Meeting Details - WEBINAR

Tuesday, February 9, 2021
3:00 pm - 4:30 pm
 

Title:

Rise of the New Business Paradigm Under the Pandemic

Panel:
Greg Friedman, Co-Founder and CEO, Private Ocean
Eric Swensen, Principal, Vista Wealth Management
Tom Tracy, Chief Client Officer and a Member of
the Executive Committee, Aspiriant

Moderator:
Leigh Shimamoto, JD, CFP®, Wealth Architects 

Thank You to Our Meeting Strategic Partner!

 

Program Description:
After nearly a year of shelter-in-place due to the pandemic, firms have had to adapt to operating remotely. Join our panelists to learn what some of the successful firms in the industry are doing to adjust and thrive in this new world.

*This topic does not qualify for CFP CE credit. 
*Webinar login information will be sent prior to the meeting.   

Speaker(s):
Greg Friedman, Co-Founder and CEO, Private Ocean
Greg Friedman is an innovator and advocate for excellent wealth management. He is Co-Founder and CEO of Private Ocean, one of the West Coast's leading wealth management firms. He’s also the former Co-Founder of Junxure, an industry leading CRM for advisors.

Eric Swensen, Principal, Vista Wealth Management
Eric Swensen, CFP® is a Wealth Advisor and Principal at Vista Wealth Management. Vista has three offices around the Bay Area as well as Portland. Vista provides comprehensive financial planning and investment management for about 800 families with AUM north of $2.6B. 

Eric began his career as a trader for a technology focused hedge fund located in San Francisco. He left the hedge fund to become the head trader for a regional Investment Advisory firm in Silicon Valley. In 2005, Eric joined Vista and has been an integral part in growing the firm into what it is today. He currently oversees both the Advisor and Client Service teams and manages the Pleasanton office.

Tom Tracy, Chief Client Officer and a Member of the Executive Committee, Aspiriant
Tom Tracy is the Chief Client Officer at Aspiriant and a member of the firm’s Executive Committee. He leads the Planning Strategy and Research Group charged with developing, evolving and innovating the firm’s wealth planning platform and focusing on the client experience. Tom was the first, post-founding professional employee of Kochis Fitz, the predecessor firm to Aspiriant, and became a principal of the firm in 1995. He has provided comprehensive wealth management services to hundreds of professionals, senior corporate executives, business owners and other high net worth individuals. Tom began his financial planning career in 1989 as a member of the Executive Financial Counseling group at Deloitte & Touche. Tom successfully participated in the 2015 Schwab Executive Leadership program.

Agenda:
3:00 - 3:30 pm - Networking via Breakout Rooms, Chapter Announcements & Strategic Partner Acknowledgements 
3:30 – 4:25 pm – Panel Discussion, Q & A
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes

Register Now!