Asbury Presentation: “Estate Planning: It’s a Women’s Issue”

On June 5th, 2012, Attorney Leah Morabito presented at an Asbury Methodist Village on the topic of Estate Planning for Women. Along with Lisa Elbert, a Financial Advisor with The Monument Group of Wells Fargo Advisors, Leah spoke to about thirty Asbury Residents at a High Tea organized by Debi Peeks, Planned Giving Manager with the Asbury Foundation, Inc. Leah’s presentation included topics such as incorporating openness and organization into estate planning, planning for family harmony and preserving family relationships, and creating an atmosphere of clarity and fairness in your overall estate plan. Lisa Elbert contributed her knowledge of investing and financial planning by discussing ways to make the most of your assets and preserve wealth both in the present and into the future. Asbury is a wonderful community with many, many intelligent, thoughtful and engaged residents. We always enjoy giving presentations at Asbury and being invited to participate in Asbury events. June 5th, 2012, Attorney Leah Morabito presented at an Asbury Methodist Village on the topic of Estate Planning for Women. Along with Lisa Elbert, a Financial Advisor with The Monument Group of Wells Fargo Advisors, Leah spoke to about thirty Asbury Residents at a High Tea organized by Debi Peeks, Planned Giving Manager with the Asbury Foundation, Inc. Leah’s presentation included topics such as incorporating openness and organization into estate planning, planning for family harmony and preserving family relationships, and creating an atmosphere of clarity and fairness in your overall estate plan. Lisa Elbert contributed her knowledge of investing and financial planning by discussing ways to make the most of your assets and preserve wealth both in the present and into the future. Asbury is a wonderful community with many, many intelligent, thoughtful and engaged residents. We always enjoy giving presentations at Asbury and being invited to participate in Asbury events.

By | 2016-12-13T09:15:11+00:00 July 18th, 2012|Montgomery County Community News|0 Comments

Leave A Comment