Crestone Capital Advisors Hosts Fourth Conference on the Qualitative Side of Wealth Management
On April 28, 2011, more than 60 Crestone clients and their family members gathered at the Ritz Carlton Hotel in Denver for Crestone’s annual “Finding Meaning in Money” conference.
The 2011 conference was designed to provide Crestone clients unprecedented access to leading experts in a small group setting, with unique insights into the “qualitative ” side of wealth management—estate planning, family governance, career plans and philanthropy.
Crestone’s goal for the conference was to give its clients compelling and actionable ideas that can have a positive impact on their lives.
The speaker presentations were as follows:
- The first two presentations were from Ann Dugan and Roy Kozupsky, who worked together to provide actionable take-aways regarding estate planning and family governance.
- Next, the charismatic Chris Crowley gave a humorous and inspiring talk on how you can be “Younger Next Year.”
- Finally, John J. Wood, author of Leaving Microsoft to Change the World, gave an impactful presentation on his quest to achieve purpose in his life.
Crestone clients who were unable to attend the conference should already have copies of the DVD of the event. If you would like a copy, please call Lindsay Whitcher at 303.442.4447.