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Chapter Event: Palm Beach

November 20 @ 6:00 pm - 8:00 pm
Free
PB Chapter Event Invite

Join the Palm Beach Chapter of Private Service Alliance

for Education + Networking

 
Please invite those you know who work in private service, place private service staff, or businesses catering to HNW + UHNW clientele!
 
Date: Thursday, November 20th
Time: 6 to 8 PM EST
Topic: Vendor Management
Guest Speaker: James Prieto, Estate Manager
Host: Alison Ganko, Palm Beach Chapter President
Email: PSAPalmBeachPresident@gmail.com
City: West Palm Beach, FL
Cost: Free to members and first-time guests
Registration Deadline: Tuesday, November 18th at 12 Noon EST
Suggested Attire: Smart Casual, Business Casual
Location Details: Provided following registration

REGISTER NOW

Topic: Vendor Management

Join us for an insightful presentation on Vendor Management, led by esteemed Estate Manager James Prieto. In this session, James will share his extensive expertise on effectively managing vendor relationships to ensure seamless operations in high-net-worth estates. Attendees will gain practical strategies for selecting, negotiating with, and overseeing vendors, as well as tips for maintaining high standards of service and safeguarding valuable household assets. This event promises to be an invaluable opportunity for private service professionals seeking to enhance their vendor management skills and optimize estate services. Don’t miss the chance to learn from an industry veteran.

Following the presentation, James and the PSA leadership team will host a live Q&A session, where attendees can ask their most pressing questions about vendor management. This is your opportunity to gain direct insight from an experienced Estate Manager.

Enjoy light refreshments and connect with fellow professionals who understand the unique challenges of working in private service along Florida’s coast. Meet Private Service Professionals (PSPs), Staffing Agencies, and Business Leaders serving HNW residences in your area!

Private Service Alliance

The entire private service industry revolves around relationships. Those relationships are strongest when people are provided the opportunity to meet other members face-to-face, within their community, and around the world.

While it is fun to socialize in a bubble of peers, Private Service Professionals must continually develop professional relationships with reputable Domestic Placement Agencies (DPAs) to find great jobs, learn from experienced Educators to expand their knowledge, and meet with trusted Business Partners to make the lives of their Principals extraordinary.

Notes

* Please individually register any guests you wish to bring with you.

* Events are subject to cancellation due to weather and travel advisories.

* PSA is a professional membership organization. PSA Events are intended for members.

* Guests are welcome to attend once before joining.

Details

Date:
November 20
Time:
6:00 pm - 8:00 pm
Cost:
Free
Event Category:

Venue

West Palm Beach, FL

Organizer

Private Service Alliance
Email
Community@PrivateServiceAlliance.com
View Organizer Website

keynote Speaker

Picture of Nicole Middendorf

Nicole Middendorf

CEO of Prosperwell Financial and Wealth Advisor with RJFS

Nicole is a money maven, a knowledge junkie, and a born coach. Nicole became an entrepreneur in 2003 when she launched her wealth management firm. She is the author of five books, the mother of two phenomenal children, a world traveler, a philanthropist, and an accomplished public speaker.

Nicole shares financial advice and real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower people to make crucial, positive changes in their own lives.

Picture of Nicole Middendorf

Nicole Middendorf

CEO of Prosperwell Financial and Wealth Advisor with RJFS

Nicole is a money maven, a knowledge junkie, and a born coach. Nicole became an entrepreneur in 2003 when she launched her wealth management firm. She is the author of five books, the mother of two phenomenal children, a world traveler, a philanthropist, and an accomplished public speaker.

Nicole shares financial advice and real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower people to make crucial, positive changes in their own lives.

Prosperwell Financial provides personalized wealth management advice to effectively guide you through every stage of life. Our advisors help to plan your way toward true financial happiness, including financial retirement planning, college education savings, estate planning, asset management, insurance, and financial divorce planning. Founded by Wealth Advisor and Certified Divorce Financial Analyst Nicole Middendorf, Prosperwell Financial serves individuals and executives all across the U.S. We help you gain the confidence needed to be in control of your financial happiness.

The Wealth Advisors at Prosperwell Financial take the time to learn about you. We want to know your goals, dreams, and desires. As a mentor and coach, we guide you through the process of discovering your financial options and possibilities. Whether that means planning for retirement, converting an IRA, working with a 401k, or wealth management services, Prosperwell Financial will have you covered.