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.
More information is available at http://www.wealthforum2009.com/ and http://www.wealthmanagementexchange.com/
"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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