
CRESSET LEARNING
PROGRAM

JUNE 17, 2024
Location:
Wayzata Bay Conference Room
701 Carlson Parkway
Minnetoka, MN 55305
1:30PM - 4PM
with 4PM - 5PM Reception
CRESSET LEARNING
PROGRAM

No matter the march of technology, fundamentally we all remain human, with all the problems and opportunities that come with it.
This is not a conversation about technology, aesthetics, or the current "buzz". It is a practical, eye-opening exposé into why we are so much more effective at generating opportunities than our websites, emails, social posts, etc., and how to close this gap.
ABOUT THE HOST
(1)
#53 on Barron’s 2023 Top 100
Independent Advisors
CHARLIE MAXWELL,CFP®
Co-Founder and Co-Chairman at Cresset
A recognized pioneer in the multi-family office industry, Charlie has worked closely with ultra-high-net-worth families for more than 35 years, bringing a historical perspective to the challenges we face today. He enjoys working with families directly as well as assisting prospective client families in finding their fit at Cresset.

ABOUT THE GUEST SPEAKER
(2)
Diverse Inventor | Serial Entrepreneur | International Award-winning Speaker | 100% Recommended by over 3,000 CEOs, Founders, and Key Executives
Ark Rozental
Founder and Chief Behavioral Economist at Everneu
Ark has over 25 years of experience in Behavioral Economics, Social Physics, and Quantitative Marketing, guiding clients in 300+ niche markets to industry-leading results.
Ark’s work harmonizes Sales, Marketing, Psychology, Economic Theory, and Data to capture opportunities and deliver outsized organizational outcomes.

ABOUT CRESSET
(3)
Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most. Ranked #1 Financial Advisory Firm with AUM over $5B by USA Today 2024.

