April webinar: Winning UHNW and Business Owner Clients: Move Up Market with Advanced Planning with City National Rochdale and SEI

Experienced financial advisors know that ultra-high-net-worth (UHNW) clients encounter more complex issues and are often unaware of significant gaps that may exist in their wealth plan.

Join us for a webinar where we’ll explore:

• A holistic approach to assessing a client’s wealth
• Actions you can take to attract, win and retain more UHNW clients utilizing City National Rochdale’s Comprehensive Wealth Assessment
• A Business Owner spotlight: get strategic, practical, and objective advice through Rochdale’s Business Owner Advisory service to help private business owners on their transitions

Important Information:

*CE credit offered only to CFP and CPA affiliations. No insurance credits provided.

SEI and City National Rochdale are non-affiliated separate legal entities.

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).

Investing involves risk, including possible loss of principal.

This material is also available to advisory and sub-advised clients of City National Rochdale, LLC, a Registered Investment Advisor and a wholly owned subsidiary of City National Bank. Non-deposit investment products are not FDIC insured, are not bank guaranteed and may lose value.

For Financial Intermediary Use Only. Not for Public Distribution.