Financial and Legacy Planning

Webinar:

Thursday, November 3, 2022 @ 7 pm

Please join us for an expert-led webinar about financial planning and legacy planning that can include tax-efficient charitable giving. Albert Wu, CFP of Edward Jones and Bettina Lawton, Esq. of Lawton Legacy Planning are hosting a 1-hour educational session that is open to the public that includes an open forum Q&A.