Your Legacy, Your Way

Ask the Experts: Navigating Your Estate Plan

Experts

Leslie K. Heffernen, Esq. JD, LL.M. (tax), CPA
Managing Director of Fiduciary and Legal Services
Pitcairn Trust Company

Kevin C. Cuthill, CFP®, AAMSTM, MBA
Principal
Ameriprise Financial Services, LLC

Watch Recording

Meet the Moment: A Women's Guide to Planning a Secure Future

Speakers

Mary E. Vandenack, J.D., ACTEC, CAP®, COLPM®
Partner
Duggan Bertsch

Tiffany T. House, CAP®, CEPA, FCEP
Tax, Estate & Charitable Strategist
Gift Planning Institute

Watch Recording

Plan, Protect, Prosper: A Beginner's Webinar on Estate Planning

Speakers

Andrew Fussner, Esq.
Vice President of Estate Settlement
American Heart Association

Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
American Heart Association

Watch Recording

Planificar, Proteger, Prosperar: un seminario virtual para principiantes sobre planificación patrimonial

Oradoras

Mariana Vargas-Robles
Charitable Estate Planning Advisor
American Heart Association

Alex Varela
Attorney
The Wagon Legacy

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