Northern Trust’s 2022 Wealth Planning Symposium will focus on bold ideas for redefining wealth

CHICAGO–(BUSINESS WIRE)–Northern Trust has announced its second annual Wealth Planning Symposium, which will bring together more than 30 experts from the legal and financial services sectors to share cutting-edge strategies that will help shape the future of wealth management.

The virtual seminar will take place on Thursday, April 28 from 9:50 a.m. to 4:30 p.m. CT. Registration can be found here; qualified professionals can earn up to six continuing education credits.

The theme of this year’s symposium, “Wealth, Redefined”, builds on the Northern Trust Institute’s Wealth Planning Outlook 2022, which examines how changing values, primarily driven by the global pandemic, have given investors the resolve to pursue what matters most in our rapid growth. a changing world.

“We have witnessed an increased awareness of the purpose of many, including a desire to promote its values ​​in all aspects of life, especially through more deliberate investments and giving,” said Pamela Lucina, Trustee Director of Northern Trust. “Our Wealth Planning Symposium will bring together industry leaders with bold ideas on the most pressing topics, such as the fintech revolution, rethinking the notion of retirement, and ESG fiduciary investing.”

Sessions include:

  • An in-depth look at the House of Gucci: Explore the ethical issues faced by Gucci Family Advisors and discuss wealth planning issues for business-owning families.
  • Planning a redefined finish line: Focus on sophisticated planning strategies for retirees who focus more on entrepreneurial projects in their next chapter.
  • Bitcoin, Blockchain and Crypto: Reinventing wealth amid the fintech revolution and exploring the fiduciary and legal impact of digital accounts.
  • Navigating the mental health minefield: Planning for consumers with mental health and addiction issues.
  • Modern philanthropy: New giving strategies, emphasizing flexibility, community benefits and measurable impact.

Keynote speaker Adam Grant, organizational psychologist and best-selling author, will lead a discussion on why everyone should continually challenge old assumptions and embrace new ideas and perspectives, an important consideration in this time of change caused by the pandemic. .

“Our second annual Wealth Planning Symposium will highlight solutions and expert insights to the most pressing issues facing affluent individuals and families today,” said Steven L. Fradkin, President of Northern Trust Wealth Management. “Focusing on the changing needs of executives, business owners and multi-generational families, and collaborating with their advisors, is essential as we co-create the best advice to help clients maximize their wealth, holistically, over time.

Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and private businesses. It is recognized for its innovative technology, service excellence and depth of expertise and ranks among the top 10 US wealth managers, with $371.1 billion in assets under management as of June 30, 2021. Northern Trust Company is an Equal Housing Lender. FDIC member.

About Northern Trust

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking services to businesses, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 22 US states and Washington, DC, and 23 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of December 31, 2021, Northern Trust had assets under custody/administration of US$16.2 trillion and assets under management of US$1.6 trillion. For over 130 years, Northern Trust has distinguished itself as an industry leader for its exceptional service, financial expertise, integrity and innovation. Please visit our website or follow us on Twitter.

Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 USA, incorporated with limited liability in the USA Please read our global and regulatory information.