Navigating Concentrated Wealth: Solutions for Strategic Diversification

Thursday, March 19, 2026 · 11:00am ET

CREDITS

1

CFP / CFA / IWI
CE Credit

Navigating Concentrated Wealth: Solutions for Strategic Diversification unpacks common behavioral biases, tax implications, and volatility concerns, and introduces a framework to drive concentration conversations forward.

Learning Objectives:

Address behavioral and tax-driven obstacles by framing conversations in terms of concentration risk and opportunity cost.
Leverage a framework to deploy both standalone and combined strategies for diversification.
Align diversification strategies with clients’ desired financial planning outcomes.

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