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October 31, 2016October 26, 2016 by Susan

Speaker on “Can Trusts Still Benefit My Family?” at the 6th Annual Opal Family Office Private Wealth West Forum October 26-28, 2016 Napa Valley Marriott Hotel & Spa, Napa Valley, CA.

Categories WLA upcoming presentation
September 22, 2016: “Families and Wealth: A Hard Look at Some ‘Soft’ Issues”
Wealth Legacy Advisors and CEO Susan R. Schoenfeld Shortlisted for Family Wealth Report Awards 2017
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