Financial and Estate Planning: By Women, For Women 

As working moms, we know that women spend most of their time taking care of everyone else. It’s just as important to spend time focused on you and your financial health.

In this workshop you’ll discover financial & estate planning techniques to help you grow and protect your wealth. Financial advisor Amy Leis and attorney Melanie Levan will discuss retirement planning and tax efficient investing as well as wills, power of attorney, and trusts.

Presented by:  Melanie Levan, Esq, Attorney with Dash Farrow, LLP; Amy Leis, Financial Advisor with Janney Montgomery Scott