KLR Wealth Webinar - Stock Market Update and Exploring Trusts - Featuring Special Guest Darwin Trust Co.
Join us on June 22nd for KLR Wealth Management’s next webinar featuring special guest, Melissa Sommer, CEO & Founder of Darwin Trust Company. Melissa will be delving into how a New Hampshire Trust can help you get the most out of your legacy. David Wray, CIO of KLR Wealth Management will be wrapping up with a market update – including his thoughts on what’s in store for July.
Join us to learn more about:
- The Power of Trusts: How a Trust can be the shining star of your estate plan
- The New Hampshire Trust Advantage: Why a New Hampshire Trust benefits everyone
- Getting the Most Out of Your Trust: Protecting your assets and leaving your legacy
About Darwin Trust Company
Darwin Trust Company believes trusts and smart money management are for everyone. As a New Hampshire chartered trust company, Darwin Trust customers benefit from responsible wealth management, including tax advantages, regardless of where you live. Our role as a true fiduciary means that we build and protect family legacies by listening, investing and managing wealth using sound investment strategies. Darwin Trust is where today’s wealth becomes tomorrow’s legacy. Learn more about creating a lasting legacy with Darwin Trust at darwintrust.com.
Tuesday | June, 22 2021
|10:00-10:10||Welcome and Introduction – Peri Ann Aptaker, Managing Director, KLR Wealth Management|
|10:10-10:45||Trusts – Melissa A. Sommer, Co-founder, CEO & President of Darwin Trust Company|
|10:45-11:00||Stock Market Update - David Wray, Chief Investment Officer, KLR Wealth Management|