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Location

Hilton Hotel Midtown

New York Hilton Midtown
1335 Avenue of the Americas,
New York, New York, 10019

Thursday, April 28, 2011

1:00 PM - 1:40 PM

LUNCHEON KEYNOTE: IF A CAT HAS NINE LIVES, HOW MANY DOES AN ADVISOR HAVE? (1CE- CIMA®/CIMC®/CPWA®)

Janine Craane, CIMA, WMA Managing Director - Investments, Founder of the Craane Group, MERRILL LYNCH WEALTH MANAGEMENT
Valery Craane, CRPC Managing Director - Investments, Founder of the Craane Group, MERRILL LYNCH WEALTH MANAGEMENT

According to the top mother/daughter Craane team of Merrill Lynch's Craane Group, an advisor will face at least three to four major crises over the span of his or her career.  Hear advice on best ways to manage those inevitable turning points.  One solution:  Reinvent yourself every time. Hear their advice on best ways to manage those inevitable turning points.  

  • Stay relevant by keeping up with changes in global economic fluctuations
  • Motivate yourself with optimism
  • Stay current by offering new services

 

 

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