Event Details
Have you ever questioned whether your clients’ current healthcare strategy is as resilient as their investment strategy?
In this dynamic session, John Samuels, Founder & CEO of Wellworth, will challenge you to reconsider how healthcare risk might quietly undermine even the most robust financial portfolios. Drawing on extensive experience advising family offices and high-net-worth individuals, this session will reveal actionable strategies to identify and mitigate vulnerabilities in your clients’ healthcare planning.
In this live webinar, John will explore real-world examples, decode the complexities of the healthcare system, and discuss how advisors with a proactive approach can transform potential crises into stronger client relationships.
John Samuels
Founder & CEO
Wellworth
Note: Quarterly Conversations webinars are exclusive to FWA members. Any non-member registration will be canceled.
If you are unable to attend live, the webinar recording will be available to members in the FWA portal.
