Lisa Glodine McCurdy | The Wealth Counselor
@lisagmccurdy
Protection & Wealth transfer Counsel to the financially blessed via Legacy on Purpose™ ⚖️ @twcofdc & 👩🏽⚖️@LegacyDefining & 🎁@RotaryLisa-Legacy Roadmap™
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http://linkedin.com/in/lisamccurdyhankins 18-05-2015 01:08:38
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I'm discussing WORLD ROTARACT WEEK! Bez Rengifo - Executive Recruiter & Career Whisper, Noel, Irma Cole, Rocio Caces, and Rotary, Rotarians, Rotaractors, Interactors, Peace Fellows & Friends of Rotary: “People of Action”. Today, Mar 18 at 10:00 AM EDT in Clubhouse. Join us! clubhouse.com/event/xjkEdqe6…
I'm discussing “Membership-Guest Speaker: Marilyn Nevy Cruz, President RCWDC” with Bez Rengifo - Executive Recruiter & Career Whisper, Noel, Mathew Abraham, Ben Law, Irma Cole, Rocio Caces, Today, Apr 8 at 10:00 AM EDT in Clubhouse. Join us! clubhouse.com/event/Mdrw957A…
Speaking with Bez Rengifo - Executive Recruiter & Career Whisper and Rocio Caces clubhouse.com/room/maQA9Brz?…
This article intersects 2 demographics with whom I have interacted, counseled in my law practice, served on boards and councils, & are among those I call my friends, philanthropists and high net-worth individuals. Everyday Megadonors: a New Force in Giving philanthropy.com/article/everyd…
Celebrate with me! Just a few days ago, our team at The Wealth Counselor LLC learned that it has been awarded our first RFP proposal of the year! This is such exciting news! #estateandassetprotection #generationalwealth #businesssuccession #familybusiness #hnw #LisaTheWealthCounselor