Trusted Advisors Conference 2024: Bringing together elite life insurance, wealth, tax & estate planning advisors

Elite life insurance, wealth, tax and estate planning advisors have a mutual commitment to pursue optimal outcomes for their high-net-worth and business owner clients.

Our 13th Annual Trusted Advisors Conference brought powerful presentations from the industry’s brightest minds for Lion Street Firms and their trusted advisor guests to hear the latest strategies impacting HNW clients. Some highlights: Dr. Joe Coughlin, Director of the MIT AgeLab, emphasized the important shift from retirement planning to longevity planning. Joe Navarro, Founder of the Body Language Academy, shared how clients send silent, non-verbal signals that every advisor should be aware of. Paul Lee, Northern Trust Wealth’s Chief Tax Strategist, provided compelling strategies for navigating common client circumstances through partnerships.

See photos from the event on LinkedIn here.