CNBC Financial Advisor Roundtable

About the Event

The financial services industry faces new challenges that have developed over the past few years. New financial regulations, the growth of ESG investing, plummeting yields, and the mainstreaming of alternative investments have made investing ever more complicated. We will uncover how you can help your clients get ahead of all of these changes. To mix in some pleasure with business, this virtual gathering will also include an expert-led wine tasting experience featuring a curated selection of wines from Duckhorn Portfolio that will be sent to all attendees ahead of the event.