Annual Meeting
Date: Tuesday, May 4, 2021
Time: 11:45am - 1:15pm
Location: Delta Hotel-Marriot-385 East 4th Street, South Sioux City, Nebraska 68776
Speaker: Susan Rounds, Head of Wealth Planning - Western Region, Deutsche Bank Wealth Management
11:45 a.m. Networking
12:00 p.m. Lunch
12:10 p.m. Business/Announcement
12:15 p.m. Presentation
1:15 p.m. Conclusion
Description: Annual Meeting
Susan Rounds
Head of Wealth Planning – Western Region
Deutsche Bank Wealth Management
Susan works with ultra-high net worth clients on matters of tax and estate planning, business succession, risk management, philanthropy, family governance and legacy. Her teaching experience includes the University of Georgia Law School, the Terry College of Business, the Becker CPA Review Course and the NYU Summer Institute on Taxation. Susan makes frequent presentations across the country and her articles have been featured in leading publications.
Professional designations include JD, CPA, LLM, AEP®, TEP.
