Building Your Legacy and Planning for the Future!

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.

Panelists:
John Mongold, Administrative Vice President and Senior Wealth Advisor, Wilmington Trust
Sarah Caitlyn Aviles, Senior Associate, Dunlap Bennett & Ludwig

Moderator:
Dustin S. Witmer, CFP, Vice President, Wealth Financial Advisor, M&T Securities, inc