CE Credit Webinar: Becoming a Wealth Architect

Libretto Team

Join our webinar on November 19, 2026 at 1pm Pacific Time. CFP CE credit is available for live participants.

The portfolio is just one piece of a larger puzzle. Clients’ financial lives include real estate, private businesses, liabilities, future income, insurance, spending needs, and long-term goals. Each piece affects the role the investment portfolio should play.

A wealth architect brings those pieces together.

Jeff Coyle speaking at the 2026 Bob Veres Insider's Forum.

In this webinar, Jeff Coyle, founder of Libretto, will introduce a total wealth framework for connecting planning, investing, and risk management. He’ll explore how advisors can evaluate the portfolio in the context of the client’s broader financial structure and use it to support the outcomes that matter most.

Join Jeff to learn how advisors can become wealth architects and:

See the investment portfolio in the context of the client’s total wealth.
Incorporate private assets, liabilities, human capital, and future income into the analysis.
Address risks that extend beyond traditional measures of portfolio volatility.

Want a preview? Read Jeff’s article, Beyond the Portfolio: The Advisor as Architect of Total Wealth.

Important disclosure:

This webinar is a continuation of the 2026 Insider's Forum Conference and is presented in connection with Libretto's paid sponsorship of the event. Any references by the Insider's Forum team and/or Bob Veres to Libretto or this webinar should not be construed as an endorsement of Libretto or its services.

This material is being provided for informational and educational purposes only and nothing contained herein should be considered, or is, investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Libretto provides advisory services to registered investment advisors and other professional advisors and does not advise individual clients. Individuals should consult their personal financial advisor or a licensed securities professional before investing.

Libretto LLC (“Libretto”) is an SEC-registered investment advisor; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Information about Libretto, including the services provided, the types of clients Libretto accepts and fees charged, is available on Libretto’s Form ADV Part 2A at www.adviserinfo.sec.gov. For additional information and disclosures, please see Libretto’s full disclosures.