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Panel Discussion
Cash Awakening:
Exploring the CIO perspective on cash
Date and time
Tues. Dec. 5, 2023
1pm ET
Location
Webinar
Register to join us.
One of the most frequent questions we get from advisors across the 700+ RIAs we partner with is how Flourish Cash1 works along money market funds, treasuries, and other cash equivalents in the advisor toolkit. How should today's CIOs think about "held-away cash" vs "portfolio cash" and everything in between? On Tuesday, December 5 at 1pm ET, Flourish will host Cash Awakening: Exploring the CIO Perspective on Cash, a panel discussion featuring:
- Kristi de Grys, Chief Operating Officer/Chief Investment Officer, Merriman Wealth Management
- Brian Spinelli, Chief Investment Officer, Halbert Hargrove
- Justin Mack, Financial Planning Magazine (moderator)
The panel will discuss everything from how clients view cash, common use cases, how their firms are using Flourish Cash as part of a holistic advisory offering, and more. We'll peel back the difference between Flourish Cash, money market funds, treasuries, and other cash equivalents from both an investment and planning-oriented, behavioral perspective. Register below to join us for the live conversation.