SLM Media Group
In this time of uncertainty, many of us are reflecting on how to bring wellness to numerous aspects of our lives. On Wednesday, June 24, at noon, the following experts in financial planning, estate planning, and tax planning shared about planning opportunities that you might want to consider to help secure your family’s financial wellness:
- Moderator: Kent Skornia, President & CEO–Krilogy
- Kristin Poole, Senior Vice President and Wealth Advisor–Krilogy
- Richard Waigand, CPA–SFW Partners LLC
- Jennifer Davis, Officer–Greensfelder, Hemker & Gale, P.C.