The Graying Divide: Wealth Concentration in an Aging Society

 

How our aging population and wealth concentration shapes our present and our future. Practitioners discuss the changing landscape brought on by shifts in wealth and our aging population. Enjoy a lively, informed, and concrete discussion of the changing legal and market forces from experts in the area of finance, probate litigation, family law and tax planning. We hope you will join us.

Monday, May 5, 2025
5:00 - 7:00 PM

Wine and hors d'oeuvres reception starts at 5:00pm, hosted by HLSA and Crowell & Moring
Panel discussion from 6:00-7:00pm

Crowell & Moring
Three Embarcadero Center, 26th Floor
San Francisco, CA 94111

 

About The Panelists


Gail Covington

Executive Director and Family Wealth Director at Morgan Stanley

 

Elizabeth Dorsi

Complex Business and Trust & Estate Litigation Partner at Farella Braun

 

Michele Hassid, CPA, CGMA

Tax Principal at MGO

 

Raquel Sefton

Managing Partner and Founder at Apex Family Law

 



For security purposes, strict RSVP required by May 1, 2025
Attendance is limited so please RSVP as soon as possible. Once we have reached maximum capacity we will keep a wait list, so please do let us know if your plans change and you are not able to attend as planned.
 

 

       

 

When:

5:00PM - 7:00PM Mon 5 May 2025, Pacific timezone

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Where:

Crowell & Moring
Three Embarcadero Center, 26th Floor
San Francisco, CA 94111

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