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EP 76: Advising Clients for the Long Term during the Pandemic

LaTourette brings more than 20 years of financial planning experience to help her diverse LGBTQ clientele keep focused on long term ESG investment strategies while managing their short term needs during this pandemic. In the podcast she also explains her focus on legacy planning and diversity initiatives.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC, The Wealth Consulting Group, and Family Wealth Management Group are separate entities from LPL Financial.
Recorded Apr 9 2020 28 mins
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Presented by
Laura J. LaTourette, CFP, Family Wealth Management Group
Presentation preview: EP 76: Advising Clients for the Long Term during the Pandemic

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  • EP 101: A New Education & Collaboration Network for Sustainable Finance Recorded: Oct 18 2020 30 mins
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    Panel:
    Paul Ellis, Impact Investing Marketing & Social Media Consultant, Advisor Education and Founder, The Sustainable Finance Podcast (moderator)
    Martina Macpherson, Senior Vice President, Strategic Partnerships & Engagement, Moody's Corporation
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Sustainable Finance Knowledge for Financial Advisors
Each week, Paul Ellis discusses with his guest the details of how her or his participation in sustainable finance is disrupting "business as usual" in the investment and/or advisory industries.

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  • Title: EP 76: Advising Clients for the Long Term during the Pandemic
  • Live at: Apr 9 2020 12:00 pm
  • Presented by: Laura J. LaTourette, CFP, Family Wealth Management Group
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