Date: July 27, 2023
Time: 7:00PM EST
WHAT YOU WILL LEARN
Wealth Transfer and Inheritance Planning
Financial Literacy and Education for Minors
Insurance Planning for Minors
Leslie graduated from CUNY Law School in 2008 with a focus in public interest law and has dedicated her law practice to being customer service and client needs focused.
Leslie has been practicing law since 2009 and is the host of the estate planning podcast 'Legacy Purse'. She has a long history of representing family members struggling to inherit property and/or wealth from deceased family members through the Probate Courts. Knowing how time-consuming and expensive the probate process is.
Leslie takes great pride in helping her clients learn how to plan and protect their families during their lives so they can avoid the probate court process and save their loved ones that additional grief (and expense).
Rob is a graduate of Hofstra University with his BS in Mechanical Engineering, an Aerospace Concentration and a Math minor.
He has worked in financial services for 3 years. He currently works as a financial coach/advisor with his insurance and securities (investment) licenses at Primerica, one of the largest financial services companies in North America.
In his free time, Rob holds free, educational, financial literacy workshops for church organizations, corporations, small businesses, schools, and alike.
He also volunteers as a Small Group Leader at The Garden, a Long Island Christian Young Adults Ministry. If you can’t find him there, you may see him on the basketball court or in the gym.