A “FamTec” (Family + Technology) Webinar
Presented by Aspida360™
Join our experienced team of professional advisors as we discuss ways to ensure you communicate well with clients and add unquantifiable value, even amidst turbulence and change.
Connect with your clients – socially distanced or not – with simplicity, clarity, and convenience during the Coronavirus outbreak, and beyond.
With over 90 years of combined experience and hundreds of successful families engaged, the MTM team of advisors will demonstrate how to quickly alleviate the stress of social distancing by providing a digital system to connect with multiple generations of your clients about shared mission, values, purpose, philanthropy and governance, with you as their primary advisor.
Our speakers for this webinar are:
Alan G. Kendall, Chief Engagement Officer
Monroe “Roey” Diefendorf, Jr., MI, CLU, ChFC, RFC, CAP
Shawn T. Barberis, J.D.