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X-WR-CALDESC:Events for The UHNW Institute
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260609
DTEND;VALUE=DATE:20260610
DTSTAMP:20260606T234002
CREATED:20260514T205103Z
LAST-MODIFIED:20260517T012844Z
UID:7547-1780963200-1781049599@www.uhnwinstitute.org
SUMMARY:June PM Clinic – From SEO to AEO: How AI is Reshaping Marketing
DESCRIPTION:On June 9 at 4:00pm ET\, the UHNW Institute will host its next Practice Management Clinic\, “From SEO to AEO: How AI is Reshaping Marketing\,” focusing on the Sales and Marketing pillar of the Institute’s Building Blocks of Practice Management. \nLed by the expert panel of Liz Fritz and Rosemary Denney and facilitated by Kat Margiotta\, this interactive program will explore two critical dimensions of AI’s impact on your firm’s marketing and growth strategy: \n\nExternal Marketing and Communications: How your firm’s AI searchability and visibility are shaped\, and what you can do in your marketing and communications practices to control the narrative and bolster your firm’s credibility.\nInternal Technology and Processes: The technology and processes firms need to have in place to optimize for AI\, streamlining the marketing pipeline\, amplifying operational efficiencies\, and enabling lean teams to produce more targeted\, consistent content.\n\nThe session will focus on key operational takeaways and actionable insights across both dimensions of what AI has changed in the marketing landscape. \nMember firms are encouraged to extend the invite to their CMO and others in similar roles responsible for sales and marketing delivery. \nAttendees should come prepared to actively participate in discussion\, engage with fellow participants\, share perspectives and experiences\, and contribute thoughtful questions and insights throughout the conversation. \nRegister through our portal here. \nMeet the SMEs \n \nKat Margiotta – Moderator \nVP of Brand and Business Development \nBBR Partners \nBio \n  \n \nRosemary Denney \nCEO \nWealth Matters Consulting \nBio \n  \nLiz Fritz \nCo-Founder \nF2 Strategy \nBio \n  \n 
URL:https://www.uhnwinstitute.org/event/june-pm-clinic-from-seo-to-aeo-how-ai-is-reshaping-marketing/
LOCATION:Virtual
CATEGORIES:Practice Management Clinic
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260610
DTEND;VALUE=DATE:20260612
DTSTAMP:20260606T234002
CREATED:20260422T204356Z
LAST-MODIFIED:20260605T153837Z
UID:7327-1781049600-1781222399@www.uhnwinstitute.org
SUMMARY:The Women's Leadership Summit
DESCRIPTION:
URL:https://www.uhnwinstitute.org/event/the-womens-leadership-summit/
LOCATION:Palm Beach
CATEGORIES:Signature Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260611
DTEND;VALUE=DATE:20260612
DTSTAMP:20260606T234002
CREATED:20260506T204534Z
LAST-MODIFIED:20260517T012432Z
UID:7493-1781136000-1781222399@www.uhnwinstitute.org
SUMMARY:Family Wealth Report Family Office Cybersecurity Forum 2026
DESCRIPTION:The Family Wealth Report Family Office Cybersecurity Forum takes place on Thursday\, June 11\, 2026\, at BNY’s offices in New York City. The program brings together family office principals\, CIOs and security professionals for a focused examination of the cyber threats targeting private wealth and the policies\, processes and technologies designed to defend against them. \nThe agenda addresses four areas: \n\nSocial engineering and ransomware tactics aimed specifically at HNW individuals and their staff\nDue diligence frameworks for evaluating vendors\, external managers\, custodians and fintech partners\nFamily cybersecurity governance\, including policy development\, staff training and incident response\nBest practices for deploying security tools across endpoint protection and cloud architecture\n\nUHNW Institute members receive complimentary attendance. Learn More here. \nWho Should Attend? \nThis forum is designed for family office principals\, CIOs and security professionals with direct responsibility for protecting private wealth\, including the assets\, privacy and reputation of the families and institutions they serve.
URL:https://www.uhnwinstitute.org/event/family-wealth-report-family-office-cybersecurity-forum-2026/
LOCATION:BNY\, 88 Murray St.\, New York\, NY 10007
CATEGORIES:Other
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261005
DTEND;VALUE=DATE:20261007
DTSTAMP:20260606T234002
CREATED:20260422T203802Z
LAST-MODIFIED:20260506T194728Z
UID:7325-1791158400-1791331199@www.uhnwinstitute.org
SUMMARY:The UHNW Institute Collegium
DESCRIPTION:
URL:https://www.uhnwinstitute.org/event/the-uhnw-institute-collegium/
CATEGORIES:Hide Link,Signature Event
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20261116
DTEND;VALUE=DATE:20261118
DTSTAMP:20260606T234002
CREATED:20260422T203951Z
LAST-MODIFIED:20260506T194723Z
UID:7326-1794787200-1794959999@www.uhnwinstitute.org
SUMMARY:The UHNW Institute Annual Symposium
DESCRIPTION:
URL:https://www.uhnwinstitute.org/event/the-uhnw-institute-annual-symposium/
CATEGORIES:Hide Link,Signature Event
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