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
Topic:
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.
Program:
Event Registration: 5:00 PM
Presentation and Conversation: 5:30 PM – 6:30 PM
Q&A: 6:30 PM – 7:00 PM
RSVP:
Please RSVP at Eventbrite. Limited to 40 attendees.
We look forward to welcoming you to this informative event!