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DTSTART:20260930T173000Z
DTEND:20260930T203000Z
LOCATION:Holiday Inn 3803 13th Ave S Fargo ND 58103
UID:2945720260930T173000ZWhy Families Break Apart After the Death of the Senior Generation Hint: It Is Not the Document
DTSTAMP:20260912T195130Z
DESCRIPTION:\n*Please note the early time*\n\nLunch served in the room from 11:30 to 12:15\n\nSocial following program at 3:30 to 5:00\n\nPhil Buchanan is the Executive Chairman of the Board at Cannon Financial Institute. With extensive experience in wealth management, Phil has collaborated with major financial services firms across North America and their international subsidiaries. His roles have included speaker, trainer, consul-tant, and coach. Phil is a frequent keynote speaker at industry events, contributes to \nindustry publications, and is regularly interviewed by the media on topics related to wealth management. \nWith specialty focus in both organic growth and mergers & acquisitions, Phil Buchanan has successfully guided eleven acquisitions, including Retail RIAs, Trust Firms, and Family Offices. His expertise covers a wide range of areas, including Third-Party Management Implementation, CRM, Trust Accounting, Document Management, Wealth Aggregation, Insurance Programs, and Banking and Credit Pro-grams. Phil has a M.S.J. in Financial Services Compliance from Seton Hall Law and a B.S.A. in Economics from the University of Georgia. \nBeyond his speaking engagements, Phil is a prolific writer for industry publications and frequently shares his insights with media outlets. With a natural entrepreneurial spirit, he has previously served as President of Argent Financial Group and in Board positions with Allen & Company and LibertyFi. He serves as the Non-Executive Chairman of Laurus Holdings in addition to three other Board roles.\n \n
SUMMARY:Why Families Break Apart After the Death of the Senior Generation Hint: It Is Not the Document - Red River Valley Estate Planning Council 
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DESCRIPTION:Reminder
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