Centura Wealth Workshop for Professionals
Centura Wealth Workshop Recap: January 31, 2020
Centura's Wealth Workshop is held on a bi-monthly basis and is open to professionals who serve high net worth clientele. The workshop is a collaborative session with a specific, action-oriented purpose and an aim to generate concrete solutions to real (anonymized) client situations.
Each workshop is structured around networking (over breakfast and coffee), a case example of a situation of a high net worth individual, brainstorming/collaboration on tools and techniques to improve their wealth plan, and the actual results derived in deploying a solution set to the client. A short video recap of our last workshop is provided below: