Washington, DC and New York (PRWEB) March 11, 2009
Dawn Bennett, CEO of Bennett Group Financial Services, will speak at the Wealth Forum 2009 - The Rules Have Changed, at the Yale Club in New York City, 3:30 pm, April 1, 2009. She will participate in the Creating a Strong Advisor - Client Partnership panel.
The Wealth Forum 2009 is being produced by the Wealth Management Exchange, a network for high net worth investors and experts, in association with Wealth Manager and Investment Advisor magazines, and sponsored by NYSSA, Barron's, Trusts & Estates and Registered Rep magazines. CE credits are available.
"I am very excited for the opportunity to address this audience. It is extremely important, during these times, to understand the importance of trust and reality when creating a strong advisor-client relationship for 2009, particularly in light of the Madoff scandal," said Ms. Bennett, who manages $1 billion for individuals, pensions and foundations.
Commenting on the Wealth Forum 2009 and Ms. Bennett's participation, David Beck, co-founder of the Wealth Management Exchange, said, "We are pleased to have the participation of prestigious magazines as well as an all-star panel of speakers including Mike Santoli, Associate Editor of Barron's, Sam Stovall and Dawn Bennett. We have a nice mix of investment and tax experts, as well as international specialists and authors. It should be a value packed event for our high net worth audience."
The Yale Club is located at 50 Vanderbilt Ave, New York, NY 10017, (212) 716-2100, http://www.yaleclubnyc.org/
Bennett Group Financial Services LLC, based in Washington, DC, is a comprehensive financial services firm committed to helping clients improve their long-term financial success. Its customized programs are designed to help grow, lower overall risk, and conserve assets by delivering a high level of personalized service and skill. The firm manages $1billion for individuals, pension plans and foundations. For more information, visit, http://www.bennettgroupfinancial.com.
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