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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

Noon1:00 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]

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