Featured Speakers
Lisa Whitcomb, Director of Wealth Strategy – Glenmede
Gregory M. Healy, CPA/PFS, CFP^®, Managing Director, Wealth Advisory – Glenmede
Jill Miller, Principal, Jill Miller & Associates, P.C.

Additional Resources:
Glenmede Guide for Family and Advisors
Letter of Wishes To Trustees or Agents
Guide for Agents Acting Under Durable Financial Powers of Attorney