Broker Check
14 June
Wealth Planning ABCs for XYZs: A Fireside Chat For This Generation - FREE VIRTUAL EVENT


 "Wealth Planning ABCs for XYZ: A Fireside Chat for This Generation" brings together some of the brightest minds in planning for a much-needed conversation about the financial and planning needs of today's generational cohorts.

Our esteemed panel consists of:

- Aisha Williams, Esq., of Aisha Williams Law: With a specialization in estate planning, Aisha provides tailored legal solutions for individuals and families. Her expertise will be invaluable in guiding you through the often daunting terrain of estate planning, helping to ensure that your legacy endures for generations to come.

- Mahalene Dulay, founder and wealth advisor of Modern Wealth Collective: Mahalene’s innovative approach to wealth management draws on her extensive knowledge of current financial trends and strategies. Her passion for financial education and empowerment is reflected in the proactive and personalized services she provides to her clients.

- Amanda Smith, wealth advisor of Modern Wealth Collective: A respected voice in the field of wealth management, Amanda brings her deep understanding of diverse financial matters to the conversation, from effective investment strategies to managing financial risk.

Registrants will receive the Zoom room information prior to the event - we can't wait to see you there!

Date and Time

Wed, Jun 14, 2023

6:00p - 7:00p PST


Virtually Anywhere!


Event Registration