Sponsored By
Heckerling Institute on Estate Planning
News and insights from the annual conference held in Orlando, Fla.
The Impact of Longevity on Estate Planning and Wealth TransferThe Impact of Longevity on Estate Planning and Wealth Transfer
Prepare your clients for a longer life span.
February 13, 2020
Sponsored by Wilmington Trust, N.A.
Wilmington Trust, N.A.
Alvina Lo
Chief Wealth Strategist
Wilmington Trust, N.A.
Alvina is responsible for oveseeing the wealth planning, strategic advice, and thought leadership services for Wilmington Trust's Wealth Advisory division. She manages a national team of wealth strategists, financial planners, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments.