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2018 Wealth Management Summit


Berntson Porter, UBS Private Wealth Management and AssuredPartners MCM, bring you our annual Wealth Management Summit, the Puget Sound region’s premier wealth planning event.

The Summit will feature renowned speakers to help guide you in today’s uncertain political and economic climate. You will hear from economists, money managers, tax specialists, experts on trends in navigating healthcare for the future, and a distinguished political commentator from Washington DC.

Watch highlights from the 2017 Wealth Management Summit.