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X-WR-CALDESC:Events for Monte Jade Washington DC
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SUMMARY:Securing Your Future: Essential Estate and Retirement Planning
DESCRIPTION: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. \nComplimentary parking will be available in the parking garage \nTopic: \nJoin 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. \nAbout 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. \nProgram:\nEvent Registration: 5:00 PM\nPresentation and Conversation: 5:30 PM – 6:30 PM\nQ&A: 6:30 PM – 7:00 PM \nRSVP:\nPlease RSVP at Eventbrite. Limited to 40 attendees.\nWe look forward to welcoming you to this informative event!
URL:https://www.montejadedc.org/event/securing-your-future-essential-estate-and-retirement-planning/
LOCATION:Wilmington Trust / M&T\, 7799 Leesburg Pike\, Suite 600\, Falls Church\, VA\, 22043\, United States
CATEGORIES:Business,Monte Jade Washington DC
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