Paul Hassebroek, Partner and COO at Valiant Wealth, recently spoke at the 3rd annual Private Wealth Great Plans Forum. Hassebroek attended in 2017 and was invited back to participate in a panel discussion where he discussed how his firm ties creative events with philanthropy to create lasting memories for clients and prospects.
“Our clients understand they’re part of an exclusive community of like-minded individuals. Our events are fun and cement us in their minds as an important, long-term partner for their family and their financial future,” said Hassebroek, Managing Partner and COO of Valiant Wealth Family Office.
About the event from the organizer:
The Private Wealth Great Plains Forum is an annual, invitation-only, day-long investor education and professional networking event made available to a select 75 people from the regional high-net-worth and private wealth investor community spanning Iowa, Kansas, Minnesota, Missouri and Nebraska.
Our Private Wealth team has collaborated with local family offices, leading private banks, and top-ranked RIAs in the region in order to identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the Great Plains private wealth community.