2026 Professional Seminar

About This Event

Our guest speaker is Sharon Klein, an attorney who oversees the delivery of Wealth Management services including estate planning, trusts, investment management, family education, family office administration, and private banking services for Wilmington Trust in New York, New York. Ms. Klein is a fellow of the American College of Trust and Estate Counsel, the Executive Director of the New York Bankers Association Trust & Investment Division, a member of the Estate, Gifts, and Trusts Advisory