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DTSTAMP:20260704T065744Z
DTSTART:20210303T140000Z
DTEND:20210303T151500Z
SUMMARY:Roundtable three: Advising the ever-changing client
DESCRIPTION:Our clients are changing citizenship\, residency\, life partn
 ers and/or assets at an ever-increasing rate.  How do we plan for them i
 f they keep changing their situation before\, or soon after\, implementi
 ng our strategic planning? How do we deal with the changing attitudes to
  wealth between generations? Are our clients’ children making an ethical
 \, sustainable path their focus rather than wealth accumulation?
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