The Doolin Group’s Annual Client University features speakers of international prominence, who share new ideas and new trends on a range of topics for the entire family − and valuable information foundational to asset management − investing, tax planning, estate planning, economics and more!
The day begins with Brian Wesbury who joins us for the first time! We are proud to introduce this highly engaging, thought provoking economist who promises to cut through the noise to provide a solid, actionable game plan for investors in 2017.
We are thrilled to announce the return of special guest speaker, Wade Davis − renowned National Geographic Society explorer, author and filmmaker, who will use captivating photography to introduce us to one of his monumental works of history and adventure.
Select the classes that fit your interests and goals. Our theme for the day − ―Doing What‘s Right for Families‖ − brings a broader view of wealth, beyond money. Sessions for multigenerational families include: Family Financial Fitness, The Family Wealth Mission, Women, Wealth & Wisdom, The Family Health Charter, Cyber Security for you and your family, and a generational-friendly session on entrepreneurism.
This event has become an honored annual tradition. It is a day to reflect on the past year, and plan for the year ahead. All who attend leave with action items to implement after attending topics of importance to them.
Reservations Are Necessary as Seating is Limited. Enter your information below to be notified about the next session.