WIB-Los Angeles reposted this
April is Financial Literacy Month – a perfect time to take a step back to review or start a financial plan. I am excited to be co-hosting a webinar series later this month (April 22–24) with Big4Bio and Chris Sarlo of Life Science Wealth. FINANCIAL LITERACY FOR LIFE SCIENCE PROFESSIONALS will bring together professionals in wealth management, taxes, and estate planning to jumpstart the planning process and guide you through a personalized financial plan. Featured guest speakers include: - Mark Brumbelow – PYA - Brian Chew – OC Wills and Trust Attorneys - Jody Leighty – Saxton & Stump - Natalie C. Logan, Esq. – Logan & Logan LLP - Leah B. Morabito – McMillan Metro Faerber, P.C. - Lillie N. Nkenchor, Esq., LL.M. – Lillie N. Nkenchor, PC - Mackenzie Sorich – View Ridge Family Law & Estate Planning We encourage you to register for and attend the session where you live, since there will be individual speakers and expertise connected to these regions. However, if you cannot attend that one due to schedule conflicts, feel free to register for one of the others. See https://lnkd.in/gz-PsqTC for the complete schedule. And please tag or share this with a friend or colleague who would benefit as well. #FinancialLiteracyMonth #webinar #financialliteracy #financialplanning #wealthmanagement #taxes #estateplanning #lifesciences