Gift Planning at The University of Texas at Austin
Planning to Change the World Webinars
UT Austin's Gift and Estate Planning team hosts complimentary webinars on a variety of topics because every Longhorn needs a plan.
The Evolving Landscape of Wealth Management
Tuesday, September 22, 2020
Noon – 1:30 p.m. CDT
The University of Texas at Austin McCombs School of Business and Office of Gift and Estate Planning invite you to attend a complimentary webinar. Our three expert panelists will discuss the future of wealth management and provide you with key takeaways for how to apply these insights in your own work. Our conversation will explore:
- New challenges the industry faces and how the McCombs Wealth Management Center plans to address those challenges
- Industry insights from leaders in the field right here in Austin
- Going beyond the tax efficient transfer of financial wealth: intergenerational planning for human capital, personal legacy, and educated philanthropy
CPE credits offered. No prerequisites or advance preparation are required. CLE credit pending.
Dr. Ramesh Rao, Director of the McCombs School Wealth Management Initiative
Russell Norwood, CIMA, CFP, CEO and Co-Founder of Venturi Private Wealth and Venturi Investment Partners
Rhonda Brink, JD, Estate and trust attorney, Brink & Bennett
Previously Recorded Webinars
These videos are a portion of the Retire Well, Do Good webinar.