Join SDWF for a financial myth busting session! Our speakers are SDWF members Nancy A. Spector and Helena Xu, who will draw on their decades of experience to identify and challenge commonly held misconceptions about their fields of expertise. Attendees will walk away feeling more informed and confident about their own financial decision-making.
Guest Speakers:
Nancy A. Spector: Certified Specialist, Estate Planning, Trust & Probate Law
Helena Xu: Senior Wealth Strategy Associate and Planning Specialist with The Liddy Group at UBS Financial Services
We hope you can join us! Snacks and drinks will be provided, please register in advance.