GROWTH. TRANSFER. LEGACY.
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Have you been using online technology to the fullest extent to develop your business? Are you doing enough networking to generate results? Are you structuring the appropriate follow-up conversations? Online networking has accelerated throughout Covid and the ease of contact and content development means it’s here to stay. Learn how to leverage this ‘new normal’ by presenting yourself and your business in the best light.
Scott C. Nevins
Bernstein Private Wealth Management
Scott C. Nevins is a Senior Investment Advisor with Bernstein Private Wealth Management. Based in the firm’s New York office, he provides asset allocation and wealth planning advice to individuals, families, endowments and foundations, and entrepreneurs. With a focus on ensuring his clients feel secure in accomplishing their financial objectives, Scott is involved with all financial aspects of his clients –including retirement planning, multi-generational wealth transfer planning, and the sale of a business. Drawn to the firm’s culture of honesty, ethics, and always putting the client first, Scott joined Bernstein in 2006.
8:20 - 8:30 AM EST – Pre-program Networking
8:30 - 9:30 AM EST - Programing
9:30 - 10:00 AM EST - Networking
CT and Tri-State Members- No Charge
Non-members Early Bird (through 6/15) – $25.00
Non-Members Regular Rate – $30.00
Non-Members Same Day Fee – $45.00
Other XPX Chapter Members – $10.00
Virtual - Connection details sent upon registration.
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