LANB’s Chief Wealth Strategies and Fiduciary Officer William ‘Bill’ Zaleski
Los Alamos National Bank (LANB) announces an initiative to increase community access to financial planning with a series of conversations about estate planning. The first of the conversation series, “Vocabulary of Estate and Financial Planning” is scheduled for Aug. 2.
“At Los Alamos National Bank, we believe it is our obligation to give back to the communities we serve,” states Bill Zaleski, Chief Wealth Strategies and Fiduciary Officer. “Our goal is to promote conversations about managing finances and encourage planning for the future. We feel strongly that this informal series will inspire Los Alamos residents to feel empowered and engaged in the process of managing their assets.”
LANB invites anyone interested in learning more about estate and financial planning to attend one of two sessions taking place in the second floor conference room of the LANB Los Alamos location:
- The first session is scheduled 11:30 a.m. to 1 p.m., Aug. 2, Attendees are encouraged to bring their own brown bag lunch and enjoy drinks and desserts, compliments of LANB; and
- The second session is scheduled 4:30-6 p.m., Aug. 2; light snacks and beverages will be provided.
LANB is at 1200 Trinity Dr., in Los Alamos.
To attend this event, RSVP to Private Client Services Officer, Karen Easton, at 505.663.4000 or email firstname.lastname@example.org.