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You are cordially invited...

We have been through a lot.
Turmoil, sadness, silver linings, and above all - change.

Last year’s Alliance Fall Forum was focused on the theme Resilience. At the time, many of us, professionally and personally, were just trying to survive. Now, as we look toward the light at the end of the tunnel, questions abound. How do we go back to “normal”? Should we attempt to go back to normal or take this as an opportunity to reach for a new and better normal?

At the Family Wealth Alliance, we believe we now get to make a choice - in the way we conduct business, connect with clients, and lead our teams. We believe there has never been a better time to re-evaluate our mindset and focus on the good. When we shift our focus to see the glass half-full, our social, emotional, and cognitive superpowers emerge. We become better advisors, teammates, and leaders. Choosing Optimism is a powerful approach to accomplishing goals and serving clients with our whole selves. 

Welcome to The Family Wealth Alliance 2021 Fall Forum – we look forward to growing with you.

KEYNOTE SPEAKER
Hear Bert Jacobs’ inspiring story of how optimism can innovate and thrive in times of change. Bert will be joined by Steve Gross to share more about the work of the Life is Good Kids Foundation, a non-profit that spreads the power optimism to kids who need it most. All proceeds from this keynote event go to the Life is Good Kids Foundation.
View agenda & register here
Register by 9/6 to receive $500 off with code EARLY500
All Alliance Member firms are granted two complimentary seats at this event. Members must log in before registering to receive complimentary seats. Before registering, please confirm you’ve been authorized by your firm to reserve a complimentary seat.
OUR 2021 ALLIANCE FALL FORUM CO-CHAIRS
Jennifer Murtie
Ballentine Partners
Kara Pass
Market Street Trust Co.
John Sleeting
Clearwater Capital Partners
Amy Hart Clyne
Pitcairn
COVID 19 POLICY
 
Like always, we are taking safety at our event seriously. After careful consideration, we have decided to require all in-person attendees to show proof of vaccination during the registration process. Individuals who are unable to do so may be offered, on an individual basis, options to access content/sessions post-event. 

The event venue, The Union League Club of Chicago, is requiring their staff to be fully vaccinated. Presently, anyone inside the ULCC is required to wear a mask to and from meeting locations, regardless of vaccination status. 

Should there be any restrictions in place due to COVID-19 that force us to convert this event to a fully virtual format, we will offer a 50% refund on all purchased tickets. We plan on making this decision (in-person vs. virtual) by October 11th. 

As the situation evolves, so will our approach to keeping you safe. We thank you for your patience and flexibility as we manage this. Any updates to these policies will be proactively communicated to registrants as the event approaches.
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