Financial Planning Education - Rm. 7

Financial Planning and educational event.

Presented by Liz Updike, Vice President of Wealth Management, Wells Fargo Advisors, and her Wells Fargo Private Bank team of specialists (to include Premier Banker, Nancy Sheerin; Fiduciary, Trust and Estate planning specialist, Larry Burke; and Asset Protection and Insurance specialist, Jorge Fuentes).

Bringing the Wells Fargo Wealth Management team to provide a series of educational financial planning, retirement planning, estate planning, and long term care/healthcare planning workshops to provide education. The team will present clear, concise, actionable ideas to set forth and execute a successful plan for financial freedom in retirement and beyond for the next generation. 

 


About the Facilitator

Liz Updike is Vice President and Wealth Management Advisor of Wells Fargo Advisors.  With over 30 years’ experience in the investment planning and wealth management industry, as well as working with individuals in the local Fairfax County area, Liz manages a $100 million wealth management practice in Reston and McLean, VA.