CX O INSIGHTSCX O INSIGHTSPamela Pirone-Benson, Vice President, Estate Planning Specialist, Fidelity InvestmentsSTRATEGIC CLARITY IN COMPLEX ESTATE PLANNING14Sébastien Page, CFA®, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe PriceTHE VIEW FROM THE KNIFE'S EDGE: A NEW MARKET REGIME18Jeanne Krigbaum, Chief Wealth Planning Officer, Old National Bank 4 COMMONLY USED WEALTH TRANSFER STRATEGIES21John Turner, VP, Investment Advisor Lending, Live Oak BankTHE FINANCIAL ADVISOR RETIREMENT WAVE24Andre Cardoso, Head of Global Investments, InterTRANSFORMING WEALTH MANAGEMENT IN THE DIGITAL ERA26Paul Young Chief Financial Officer, Liberty Bank - CTENHANCING ORGANIZATIONAL PERFORMANCE THROUGH STRATEGIC PLANNING28Mack Wallace, VP, Product (Head of Product), MPOWER FinancingPROFITS WITH PURPOSE: UNLOCKING OPPORTUNITY IN FINANCIAL SERVICES30Melissa Hall, Senior Vice President in Finance and Head of Global Tax, AssurantHUMAN EVOLUTION IS THE KEY TO SUCCESSFUL INNOVATION AND PROCESS TRANSFORMATION32L AST WORDIDENTIFYING THE "REAL" KEY PERFORMANCE INDICATORSJ Douglas Maxwell, Chief Financial Officer, American First Finance34STATE OF THE INDUSTRY 16 DIGITAL ESTATE PLANNING: ENHANCING ACCESSIBILITY AND SECURITYMaggie Madden, Director of Credit, Collections, AP & AR, Trulite Glass & Aluminum Solutions
< Page 4 | Page 6 >