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In the Media

Future Proofing Your Family's Wealth: Webinar Recording Available to View!

3/26/2024

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Watch Lara Sass join Emily Green, Ellevest Head of Wealth Management, for an important conversation covering the generational wealth opportunities and challenges families are encountering, including the immediate steps to take today to be prepared to give or receive a future windfall.

Zoom recording: free email registration required.

Through the Wealth Lens Podcast: Episode 23 Trust and Estate Planning for Women

1/4/2024

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Listen to Lara Sass discuss “Trust and Estate Planning for Women” on the Through the Wealth Lens Podcast with Hannes Grascher.

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