Post Election Thoughts & Looking Forward to Next Year
The Winston-Salem Estate Planning Council invites you to Forsyth Country Club for dinner along with a discussion on post election thoughts and a look in to next year. Lisa Featherngill, a Senior Vice President and National Director of Wealth Planning at Comerica Wealth Management, will serve as our guest speaker.
At Comerica, Lisa leads a team of experienced and credentialed Wealth Planning Specialists who develop customized solutions for business owners and high-net-worth individuals. Lisa has held several leadership roles at the American Institute of Certified Public Accountants (AICPA) and currently is a member of the Advanced Estate Planning Conference Committee. Featherngill earned recognition as one of the 50 Most Influential Women in Private Wealth in both 2015 and 2016 from the Private Asset Management Awards. She is credentialed as a CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), the last credential confirmed by the AICPA. Before joining Comerica, Featherngill was Senior Vice President and Managing Director, Legacy and Wealth Planning, with Abbot Downing/Wells Fargo. Previously, she served as Tax Manager at Arthur Andersen. A graduate of George Mason University, Featherngill earned a Bachelor of Science in Accounting. She has more than 35 years of experience in the financial industry.
RSVP Deadline - Monday, December 2 at 5 p.m. EST
Attendance is free for EPC members. Please note that guest fees for this event are $50/guest.
Attire - Business/Business Casual
