DAC’s James Haley to Speak at the 7th Annual Private Wealth Southeast Forum
James Haley, Dividend Assets Capital’s Managing Director, Private Client Group, will be a speaker at the upcoming Private Wealth Southeast Forum, the region’s leading conference for RIAs, family offices, and private banks from throughout the region.
Taking place in Atlanta on April 28th, the Forum’s agenda will cover asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. James will be sharing his expertise on Best Practices in Wealth Management and Preservation.