With thanks to event sponsors:
WithumSmith+Brown and the Jewish Communal Fund.
Continental Breakfast will be served
This event is complimentary for AiP Members and $20 for NonMembers.

Powerful relationships and powerful results flow from knowing what role you play in the minds of the wealth-holder. Co-Author of The Right Side of the Table: Where Do You Sit in the Minds of the Affluent, Todd Fithian will share his insights as well as some practical ways to engage in these critical conversations. You might recognize Todd's work as being a centerpiece part of The American College's Chartered Advisor in Philanthropy (CAP) course and it has had a tremendous impact on the way in which advice is being provided.
in North America and abroad. Legacy’s systems and processes are designed to enhance the critical conversations with wealth holders while providing an unforgettable client experience.

About the presenter:
Todd Fithian
Managing Partner, Legacy

Todd Fithian is a 20 year veteran, and third generation producer in the financial services industry. Todd formed his own wealth advisory firm in Boston soon after graduating from The University of Massachusetts, then later joined forces with his late brother, Scott, in 1996 to form The Legacy Companies – a professional training, consulting and coaching organization serving financial advisors and institutions

Todd understands the challenges with change and the challenges that can flow from a transition from a product-driven model to a relationship-driven model. He has consulted and trained literally thousands of independent advisors, several large financial institutions, and families in the United States, Canada, UK and Australia in making this transition.
Today, as the Managing Partner of Legacy, Todd is a recognized leader and an industry advocate for professional advancement. In 2007 Fithian co-authored The Right Side of the Table: Where Do You Sit in the Minds of the Affluent and recently published a 2nd book, The Future of You, in collaboration with 19 wealth advisors he has trained. Nationally recognized for his contributions to the industry, Todd is a frequent speaker at industry conferences throughout North America. Todd currently serves as a board member of the American Colleges, Chartered Advisor in Philanthropy (CAP) and the International Association of Advisors in Philanthropy.

Todd and his wife Debbie have four children, Andrew, Ryan, Kelly & Will. When he’s away from his work, Todd is often found in a hockey rink behind the bench or on the lacrosse field coaching his kids.