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Securing Your Future: Essential Estate and Retirement Planning

June 10 @ 5:00 pm - 7:00 pm EDT

Essential Estate and Retirement Planning

Monte Jade DC, M&T Bank, and Wilmington Trust are pleased to invite you to an insightful seminar on “Securing Your Future: Essential Estate and Retirement Planning,” featuring Alvina Lo, Chief Wealth Strategist at Wilmington Trust.

Complimentary parking will be available in the parking garage


Join us for an engaging session where Ms. Lo will share her expertise on essential estate and retirement planning strategies. With a wealth of experience in estate and trust planning, succession planning, life insurance planning, cross-border planning, and family office services, Ms. Lo will provide valuable insights to help you secure your financial future.

About the Speaker: Alvina H. Lo is the Chief Wealth Strategist for Wilmington Trust’s Wealth Management division. She leads a national team of wealth strategists and family office services professionals, offering expert advice to high-net-worth individuals and families, business owners, entrepreneurs, and foundations. Ms. Lo has extensive experience from her previous roles at Citi Private Bank, Credit Suisse Private Wealth, and Milbank Tweed Hadley & McCloy, LLP. She holds a bachelor’s degree in civil engineering from the University of Virginia and a J.D. from the University of Pennsylvania. Recognized as one of the “Outstanding 50 Asian Americans in Business” and “Most Notable Women in Financial Advice,” Ms. Lo is also a published author and frequent lecturer at industry conferences. Ms. Lo’s full bio can be found here.

Event Registration: 5:00 PM
Presentation and Conversation: 5:30 PM – 6:30 PM
Q&A: 6:30 PM – 7:00 PM

Please RSVP at Eventbrite. Limited to 40 attendees.
We look forward to welcoming you to this informative event!


June 10
5:00 pm - 7:00 pm EDT
Event Categories:


Wilmington Trust / M&T
7799 Leesburg Pike, Suite 600
Falls Church, VA 22043 United States
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