Webinar May 14, 2024
Leaving A Lasting Impact
Preparing for life's unexpected turns can be daunting, but ensuring your finances are secure can ease future hardships that your loved ones may face. Join our webinar to unlock the strategies for successful estate planning, and learn how to preserve and transfer the legacy you cherish.
On Tuesday, May 14, 2024 at 12PM ET, we are hosting a webinar on estate planning to discuss the financial uncertainty that follows the death or disability of a loved one. In this discussion Cheri Brooks, Managing Director and Head of Neuberger Berman Advisor Institute, and Shawna Bieda, Senior Wealth Advisor at XML Financial Group will explore:
- Strategies to make you and your family feel prepared for all of life’s moments, planned and unplanned.
- Pivotal discussions for families about legacy preservation and transfer.
- Tactics to avoid common financial missteps during times of transition and turmoil.
Don't leave your family's future to chance; arm yourself with the knowledge to secure your legacy. Reserve your spot now for an enlightening discussion on estate planning to leave a lasting legacy.
Register for this webinar by filling out the form below:
![[XML] Webinar Leave More Than Memories Webinar](https://info.xmlfg.com/hs-fs/hubfs/%5BXML%5D%20Webinar%20Love%20Letters_misc-1200x628.png?width=2000&height=1047&name=%5BXML%5D%20Webinar%20Love%20Letters_misc-1200x628.png "[XML] Webinar Leave More Than Memories Webinar")
Cheri Brooks
Cheri Brooks, Managing Director and Head of Neuberger Berman Advisor Institute, joined the firm in 1993 as the first junior sales consultant on the Intermediary Sales Team. Brooks served in several sales roles, including Regional Vice President of the Midwestern region and National Director of Client Service. In 2005, she launched Neuberger Berman’s Advisor Institute (NBAI) where she and the Team have provided hundreds of thousands of wealth advisors at partner firms with business building tools and insights to grow their practice, deepen relationships and retain future generations. Brooks was a recipient of the Lehman Brothers/Neuberger Berman’s Diversity Award for three consecutive years (2005-2007) and served on the Advisory Board for Women’s Initiative Leading Lehman. Brooks also served on the board for the Chicago Women’s Investment professionals (2003-2008). Prior to joining Neuberger Berman, Brooks was a consultant with Arthur Andersen’s tax division. Brooks graduated cum laude from Illinois Wesleyan University in 1991.
Shawna Bieda
Shawna Bieda, Senior Wealth Advisor at XML Financial Group, graduated magna cum laude from the University of Baltimore with a degree in Finance and she holds the FINRA Series 7, 9, 10, 66 registrations and Life and Health Insurance license. She earned her CFP® certification in 2012. When she is not helping others with their wealth management needs, she enjoys volunteering her time with organizations local to her community and spending time with her family. You can find her at an ice rink cheering on her son’s hockey team or on a turf field rallying for her daughter’s lacrosse team. Shawna resides in Lake Shore, Maryland and is married to her high school sweetheart.