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Susan Schoenfeld

CEO and Founder • Wealth Legacy Advisors LLC

New York, United States •

$1,501 - $5,000

About

Want the secret to attracting and retaining wealthy clients?

Speaking Topics

Business

Education

Signature Programs (3)

“FAMILY WEALTH — A HARD LOOK AT THE “SOFT” ISSUES”

A motivational discussion of the “soft issues” of the High-Net-Worth community and the concerns that keep them up at nig…

FAMILY BUSINESS (OR FAMILY OFFICE) SUCCESSION PLANNING

This talk guides financial advisors, wealth advisors and business advisors with essential tools to help steer your famil…

“TOP 10 TIPS AND TRAPS FOR TRUSTEES”

There is much guidance to those creating a trust on who they should select to be trustee, but there is very little advic…

Your Experience with Susan

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Available For

Conference (Full-day Event)

Workshop (3+ hour event)

Moderator

Webinar (Virtual event)

Fee

$1,501 - $5,000

Open To Bookings

Global

Languages

English