The Wealth Management Summit

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Thank you for registering! We look forward to seeing you at our annual Wealth Management Summit.

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Location

Hyatt Regency Bellevue, Regency Ballroom

900 Bellevue Way Northeast

Bellevue, WA 98004

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Sales Have Ended

Registrations are closed
Thank you for registering! We look forward to seeing you at our annual Wealth Management Summit.
Event description

Description

Berntson Porter & Company, in collaboration with UBS Private Wealth Management and AssuredPartners MCM, cordially invites you to attend our annual 2018 Wealth Management Summit!

2018 Speakers: Attend all or part!

  • 1:10-1:45 – THOMAS MCLOUGHLIN, Head of Fixed Income Americas UBS Americas Inc. Global Markets in a Fractured World.

  • 1:50-2:10 – DAVE BERTHON, CPA, Tax Principal at Berntson Porter & Company. How to Outperform Under Tax Reform.

  • 2:35-3:10 – DR. DAN CARLIN, MD, Founder and CEO of WorldClinic. Integrating Today’s Healthcare with Tomorrow’s Genetic Science: Creating the 106-year Lifespan.

  • 3:10-3:40 – Healthcare Chat. Moderated by: LORRIE BALDEVIA, COO at AssuredPartners. Featuring speakers: JIM HARTZ, CEO and President of AssuredPartners MCM and RAJEEV SINGH, CEO of Accolade. Disruptors in Healthcare: A Look at the Current and Future Landscape of the Industry for Individuals and Businesses.

  • 3:40-4:05 – JOEL WOOD, SVP Government Affairs, The Council of Insurance Agents & Brokers. Commentator in the Leaders Edge political column. Washington Update.

  • 4:30-4:50 – TERRY COOK, Managing Director of UBS Private Wealth. The Philanthropic Journey: Using Charitable Giving Vehicles to Achieve Impact.

  • 4:50-5:25 – ADMIRAL JONATHAN GREENERT, Retired Four-Star Admiral and Former Chief of Naval Operations. Leadership at Home, Strength Abroad.

Supporting Our Community:

We are pleased to be highlighting local charities who are bettering our Seattle area community everyday. Thank you to Rainier Scholars, Big Brothers Big Sisters of Puget Sound and Seattle Children's Foundation for your participation in this year's event!

Event Contact:

Carrie Young of Berntson Porter: cyoung@bpcpa.com or 425.289.7658

FAQs:



Check-in | Registration: 12:45 pm - 1:00 pm


What are my parking options for the event?

Self-park and valet are available at the Hyatt Regency Bellevue. We will provide parking vouchers at check-in.

Date and time

Location

Hyatt Regency Bellevue, Regency Ballroom

900 Bellevue Way Northeast

Bellevue, WA 98004

View Map

Organizer Berntson Porter & Company

Organizer of The Wealth Management Summit

Berntson Porter is a premier Certified Public Accounting and planning firm that helps clients identify, clarify and achieve their goals. We accomplish this by caring about our clients’ families and companies as if they were our own.

 

 

 

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