In honor of Women’s History Month, members of our wealth management team came together to discuss the impact of the COVID-19 pandemic on women, their families, and their finances. Join Candy Thurs, Sue Hickey, and Kathy Brost as they outline why the advisors at Legacy Private Trust Company are uniquely qualified to have this conversation with our clients and staff. In this introduction to our Women and Wealth series, we invite you to join the discussion, let us know what questions and concerns you may have, and share with us which topics are most interesting to you.
If you are a Legacy client and have questions or concerns, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or info@lptrust.com.
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Featured Speakers
Candy H. Thurs
Vice President
Northern WI
Kathy A. Brost
Trust and Financial Advisor
Neenah WI
Sue M. Hickey
Vice President, Senior Trust and Financial Advisor
Southern WI