From living in quarantine and apart from extended family members to the financial stress and anxiety of a volatile market, we have all felt some unrest as to what the future holds. As we begin 2021, join us for a lively and informative Panel Discussion to learn how to:
* Regain influence and control by making sure your Estate Plan is in order and your families’ future protected.
* Integrate and stress test your investments with your Estate Plan in mind while managing risks and increasing opportunities.
This topic is a must-hear for those with families or individuals needing to do smart investing and planning to benefit their future.
John Mongold, Administrative Vice President and Senior Wealth Advisor, Wilmington Trust
Sarah Caitlyn Aviles, Senior Associate, Dunlap Bennett & Ludwig