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How will I benefit from a WealthShield partnership?

Participate in an upcoming WealthShield seminar to discover how we will help you put investment back into investment advisor


Atlanta | May 3rd


Thursday, May 3rd from 8AM-10AM EST
JW Marriott - Buckhead
3300 Lenox Road NE
Atlanta, GA 30326

Philadelphia | May 9th


THURSDAY, MAY 9TH FROM 8AM-10AM EST
LACROIX RESTAURANT AT THE RITTENHOUSE
210 W RITTENHOUSE SQUARE
PHILADELPHIA, PA 19103






Why should you Accept This Invitation?

1. You will discover the main sources of Advisor-Driven Value and how they can be applied to your business.

2. You will learn how to turn your investment strategy into a rules-based, systematic process that is academically sound.

3. You will recognize how you can free up your time to focus on growing your firm and fostering deeper client relationships.


Why should you decline this invitation?


1. You believe that value is simply what something costs

2. The foundation of your investment strategy is to buy and hold

3. Growing your business is not a top priority


Registration is required for this event. Please contact our Director of Business Development, Joe McQuaid, to book your seat at either seminar. All RSVPs must be emailed to Joe@wealthshield.co


We hope to see you there!