Join us for an insightful discussion with Cecilia Amo, an attorney who focuses on estate planning. Discover how estate planning goes beyond financial wealth to protect loved ones, preserve values, and create lasting impacts in the community. Explore the flaws in typical estate planning experiences, the importance of building partnerships, and creating generational wealth. Gain insights on approaching difficult conversations about estate planning, addressing equity and bias, and the importance of education. Plus, find valuable resources and a free webinar on prioritization in fundraising.
