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.
Strategic planning: The health and wealth connection
Available on-demand 45 Minutes
1 Min Read