Presenters: Eric Lawton, President and Co-Founder, Impact Wealth Management, LLC., and Lawton C. Leung, Associate, Withersworldwide.
Many of the most successful entrepreneurs and professionals are dealing with the current health and economic crisis by findings ways to ensure that their businesses and practices not only survive, but thrive. How are they doing this? By putting in place an adaptive three-step process that addresses their business and personal lives. These creative and forward-thinking individuals are finding ways to productively manage the hard times while positioning themselves for ever greater success as the crisis abates. In your workshop, whether it is one-on-one or for a group, you will walk participants through the three steps of this process. Your goal is to help people to start thinking about issues they have not yet considered and to help them identify any gaps in their thinking or their actions. In most cases, this leads to opportunities for you or your centers of influence to serve these individuals more effectively. It also will effectively expand your network.
Eric Lawton Bio
Eric Lawton co-founded Impact Financial Wealth Management and Family Office Services in 2015. Eric
began his career in 1998 and gained over two decades of experience in financial services, focusing on
wealth management at Merrill Lynch, Wachovia Securities and Legg Mason. His professional passion is
helping clients make educated choices, enabling them to surpass their financial goals while finding
fulfillment in all areas of life. At Impact, Eric delivers independent, objective financial guidance and
creates personalized financial solutions for his clients based on a deep understanding of their values and
goals. Eric has been recognized as one of Connecticut’s top “Select Wealth Managers” by Connecticut
Eric lives in Guilford, CT with his wife of 18 years, Hilary Donofrio-Lawton, who is a partner and cofounder
of Impact, and their two sons Eric and Michael. Together they enjoy many hobbies and personal
passions including boating, skiing, cooking, entertaining and entrepreneurship. In his spare time, Eric
mentors college students during their transition from college to the business world by providing a 7
month workshop called “The Magnificent 7” which is designed to build confidence, courage, values and
leadership skills. He has served as a youth lacrosse coach for over 10 years and is a board member of the
Shoreline Chamber of Commerce and the Guilford Yacht Club.
Eric earned his B.A. in Economics and Finance from Manhattanville College and holds Series 7, 63 and
65 licenses with LPL Financial.
Lawton C. Leung Bio
Lawton is an associate on the private client and tax team at Withersworldwide
He focuses his practice on domestic and international tax, trust, and estate planning for high net worth individuals and their families.
He regularly advises donors with respect to planned giving structures and counsels public charities, private foundations, and other tax-exempt
organizations on formation, tax, and regulatory matters.
He has particular experience with advising fiduciaries in relation to the estate administration process, especially on post-mortem estate planning and
charitable deduction issues.
Lawton holds an A.B. in Economics from Dartmouth College, a J.D. from Boston College Law School and a LLM. in Taxation from New York University School of Law.