Plante Moran Wealth Management Learn Lead Legacy webinar series
- Thursday, April 25, 2024
- 1 p.m. - 1:45 p.m. ET
The Learn Lead Legacy webinar series goes beyond investment advice and covers important topics relevant to protecting and optimizing what you’ve built, regardless of where you stand on the wealth spectrum. Our team of experts will deliver objective insights and holistic strategies to help safeguard your wealth, strengthen your portfolio, support your philanthropic efforts, educate the next generation, and more.
Through our expert-led series, we examine the big picture to ensure you have a lasting and comprehensive strategy for securing your legacy. Join us.
Learn Lead Legacy: Why trust and insurance matter in your overall financial plan
- Speakers: Drew Hayes, Julie Cotant, Steve Gibson
- Moderator: Myranda Fabian
- Date: April 25, 2024
- Time: 1:00 p.m. ET
Learn Lead Legacy: Creating a healthy dynamic around family wealth
- Speakers: Michael Johnson, Sara Montgomery
- Moderator: Keeley Tuckey
- Available on-demand