Speaking Engagements

Presented M Financial Group
Jonathan Gopman, Trusts & Estates Practice Chair, will be a speaker on a panel discussion entitled "Foreign National Client Profiles, 'Where in the World Are They and What Do They Look Like?'" as part of the upcoming M Financial International Advisors Conference. The conference focuses on issues and planning opportunities around working with international families coming to the United States from around the world. It will feature presentations from many of the leading advisors in the international space.

Jonathan's panel will examine where individual wealth is growing the fastest around the world and how that wealth impacts the global community. A group of experienced international advisors will share insights on three primary geographic regions of international business opportunity and breakdown specific cultural, economic, and political reasons why life insurance is critical to these foreign nationals and their families and business interests. The demographic and financial client profiles from these international regions will be highlighted, with comments from advisors in the field about the challenges they face and the planning solutions available.
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