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.

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