Planning for a Transfer of Wealth

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About this Series

TradeTalks on Personal Finance & Financial Literacy

With Jill Malandrino

TradeTalks broadcasts live from MarketSite in Times Square, the historic Philadelphia Trading Floor and Global Industry Conferences and Events. Featuring conversations with top industry thought leaders on trends, news and education.

Lena Haas, Head of Wealth Management Advice and Solutions at Edward Jones, Sonya Nolan, SVP of High Net Worth Solutions at Osaic, and, Andrew Crowell, Vice Chairman of Wealth Management & Financial Advisor at D.A. Davidson, join Jill Malandrino on Nasdaq TradeTalks to discuss what goes into a financial plan, the importance of communication, and planning for a transfer of wealth.

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