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Estate Planning: What, Why, How? Leaving An Impactful Legacy

February 17, 2022 @ 9:00 am - 10:00 am

$25

Rebecca Miller: Rebecca focuses her practice on commercial real estate, including leasing, development and land use, estate planning and succession administration, and general business transactions.

Rebecca Miller is a native New Orleanian who graduated from LSU’s Paul M. Hebert Law Center in 2007. Throughout her career, Rebecca has advised clients on all aspects of the estate planning process, from the formation of a client’s will through the administration of the succession plan. She also has extensive experience in numerous aspects of real estate transactional law, including the acquisition, development, and leasing of commercial properties.

Marigny deMauriac, CFP®, AAMS®: Marigny is a graduate of Loyola University and an 8 year veteran of the finance industry. She earned her Accredited Asset Management Specialist™ designation in 2016 and her CERTIFIED FINANCIAL PLANNER™ designation in 2020. She launched deMAURIAC, a 100% women-owned CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisory firm in 2019. She envisions a world where people are able to change unwanted financial behaviour and have productive conversations about money without feeling overwhelmed, anxious or stressed. She assists clients in aligning money with core values in order to live simpler, more intentional financial lives.

Venue

Virtual Event
United States + Google Map