Strategic planning: The health and wealth connection

Available on-demand 45 Minutes
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There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health? So how can the financial planning industry innovate health and wealth management in the post pandemic era? Join us as we explore these issues with Maria Elena Lagomasino, CEO & Managing Partner of We Family Offices and Carolyn McClanahan, Founder of Life Planning Partners.

Speakers
  • Maria Elena Lagomasino
    Maria Elena Lagomasino
    CEO & Managing Partner
    We Family Offices
  • Carolyn McClanahan
    Carolyn McClanahan
    Founder
    Life Planning Partners