About this Event
You are invited to a special
Frost Society Webinar
Safeguard Your Legacy
Discove the Hidden Risks in Your Financial Plan
with
Leslie Shenkler CFP®, CSRIC®
Managing Partner & Wealth Advisor
Friday, April 19, 2024
Noon–1:00 p.m. ET
via Zoom
Join us for an interactive webinar with certified wealth advisor, Leslie Shenkler, to discuss six risks to retirement and estate planning that go beyond the traditional topic of investments.
About Leslie Shenkler
Over the course of 25 years in Financial Services, Leslie has enjoyed multiple accomplishments as an advisor, mentor, and manager. Co-founding Alcove Private Wealth, however, is the pinnacle of her career. It was watching her clients’ families grow over many years that inspired the multigenerational approach at Alcove. In an ever-evolving industry, she provides her clients and their families consistency and stability by creating a collaborative environment.
With a bachelor’s degree from Rutgers University, Leslie later rounded out her financial education by obtaining a Certified Financial Planner (CFP®) designation. As an advocate for social and environmental issues, Leslie earned a Chartered SRI Counselor designation (CSRIC®) in partnership with The Forum for Sustainable and Responsible Investing, allowing her to create portfolios that mirror her clients’ values.....[learn more]