Private Wealth Workshop (Open to all)

February 23, 2026
Salon 7 Ballroom

Join private wealth managers, family offices and RIA peers for interactive networking and discussions.

5 things your evergreen manager isn’t telling you

Spaces are limited and will be filled on a first come, first served basis.

Moderator
Susan Long McAndrews
Susan Long McAndrews, Executive Advisor - Charlesbank Capital Partners
Speakers
Kimberly Flynn
Kimberly Flynn, President - XA Investments