Appraising in the World of High-Net-Worth Individuals - SOLD OUT
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UBS Financial Services - Legacy
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11.5 ISA Professional Development Credits
The in-person version of this course is sold out.
Looking for new skills and tools to expand your appraisal practice?
Do you have interest in exploring the exclusive world of HNWI’s and their collections?
High-Net-Worth Individuals (HNWIs) are considered to be those whose financial investments are in excess of 1 million dollars. In 2016 there were over 4 million of these individuals in the US alone. Their collections of antiques, fine and decorative art, and collectibles may comprise a significant part of their assets. Procuring, investing, protecting, and maintaining their collections requires a team of highly trained of professionals who work exclusively with this group to help meet their specialized needs.
This summer, enter a world of new possibilities for your appraisal practice in a special two-day ISA seminar, Appraising in the World of High-Net-Worth Individuals: Developing Skills, Relationships and Assignments. UBS Financial Services, Legacy - Plano, Texas, will host ISA appraisers for an information packed two-day program, July 13 - 14, from 8:30am - 5:00pm CST. Meet the lawyers, investment advisors, curatorial staff, insurance brokers, conservators, handlers and storage professionals who specialize in Private Client Services. Discover how they facilitate their high-net-worth client’s needs and how ISA appraisers can connect with HNWI clients and their team of advisors. Learn what this group of professionals look for when hiring appraisers. Become invaluable to this specialized group through increased appraisal knowledge and skills to increase assignment productivity in this lucrative area. Learn more about ISA's Private Client Services program.
This workshop is exclusive to ISA members only.
UBS Financial Services, Legacy
7250 Dallas Parkway, 12th Floor, Plano, TX 75024
Dallas/Plano Marriott at Legacy Town Center
7121 Bishop Rd
Plano, TX 75024
ISA Group rate: $129.00 USD
You may contact Marriott Reservations directly at 1-800-228-9290 and mention "ISA" to receive your group rate.
*Reservations should be secured by Thursday, June 21st. Rates and availability and cannot be guaranteed even before this date.
Refunds, minus an administrative fee of $200 will be issued on written cancellations or transfer requests received on or before June 28, 2018. Phone cancellations WILL NOT be accepted. Registrants assume full responsibility for notification to and verification of receipt by ISA.
Refunds or credits will not be given for failure to attend, late arrival, flight/transportation cancellations, unattended events or early departure. In the rare event of a course cancellation, ISA is not responsible for nor will provide refunds for costs associated with travel, airfare, hotel or transportation costs incurred by the registered attendee. It is always recommended that the registrant considering purchasing independent travel insurance.
- $450.00 before June 21, 2018