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DTSTART:20210311T133000Z
DTEND:20210311T143000Z
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SUMMARY:Thriving in Difficult Times: A Virtual Workshop. Presenters: Eric Lawton\, President Impact Wealth Management\, LLC and Lawton C. Leung\, Associate\, Withersworldwide
DESCRIPTION:Presenters: Eric Lawton\, President and Co-Founder\, Impact Wealth Management\, LLC.\, and Lawton C. Leung\, Associate\, Withersworldwide.\n\n\n\nMany 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.\n\n\n\nEric Lawton Bio\n\nEric Lawton co-founded Impact Financial Wealth Management and Family Office Services in 2015. Eric\n\nbegan his career in 1998 and gained over two decades of experience in financial services\, focusing on\n\nwealth management at Merrill Lynch\, Wachovia Securities and Legg Mason. His professional passion is\n\nhelping clients make educated choices\, enabling them to surpass their financial goals while finding\n\nfulfillment in all areas of life. At Impact\, Eric delivers independent\, objective financial guidance and\n\ncreates personalized financial solutions for his clients based on a deep understanding of their values and\n\ngoals. Eric has been recognized as one of Connecticut's top "Select Wealth Managers" by Connecticut\n\nMagazine.\n\nEric lives in Guilford\, CT with his wife of 18 years\, Hilary Donofrio-Lawton\, who is a partner and cofounder\n\nof Impact\, and their two sons Eric and Michael. Together they enjoy many hobbies and personal\n\npassions including boating\, skiing\, cooking\, entertaining and entrepreneurship. In his spare time\, Eric\n\nmentors college students during their transition from college to the business world by providing a 7\n\nmonth workshop called "The Magnificent 7" which is designed to build confidence\, courage\, values and\n\nleadership skills. He has served as a youth lacrosse coach for over 10 years and is a board member of the\n\nShoreline Chamber of Commerce and the Guilford Yacht Club.\n\nEric earned his B.A. in Economics and Finance from Manhattanville College and holds Series 7\, 63 and\n\n65 licenses with LPL Financial.\n\n\n\nLawton C. Leung Bio\n\nLawton is an associate on the private client and tax team at Withersworldwide\n\nHe focuses his practice on domestic and international tax\, trust\, and estate planning for high net worth individuals and their families.\n\nHe regularly advises donors with respect to planned giving structures and counsels public charities\, private foundations\, and other tax-exempt\n\norganizations on formation\, tax\, and regulatory matters.\n\nHe has particular experience with advising fiduciaries in relation to the estate administration process\, especially on post-mortem estate planning and\n\ncharitable deduction issues.\n\nLawton 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.
X-ALT-DESC;FMTTYPE=text/html:Presenters: Eric Lawton\, President and Co-Founder\, Impact Wealth Management\, LLC.\, and Lawton C. Leung\, Associate\, Withersworldwide.
\n
\nMany 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.
\n
\nEric Lawton Bio
\nEric Lawton co-founded Impact Financial Wealth Management and Family Office Services in 2015. Eric
\nbegan his career in 1998 and gained over two decades of experience in financial services\, focusing on
\nwealth management at Merrill Lynch\, Wachovia Securities and Legg Mason. His professional passion is
\nhelping clients make educated choices\, enabling them to surpass their financial goals while finding
\nfulfillment in all areas of life. At Impact\, Eric delivers independent\, objective financial guidance and
\ncreates personalized financial solutions for his clients based on a deep understanding of their values and
\ngoals. Eric has been recognized as one of Connecticut&rsquo\;s top &ldquo\;Select Wealth Managers&rdquo\; by Connecticut
\nMagazine.
\nEric lives in Guilford\, CT with his wife of 18 years\, Hilary Donofrio-Lawton\, who is a partner and cofounder
\nof Impact\, and their two sons Eric and Michael. Together they enjoy many hobbies and personal
\npassions including boating\, skiing\, cooking\, entertaining and entrepreneurship. In his spare time\, Eric
\nmentors college students during their transition from college to the business world by providing a 7
\nmonth workshop called &ldquo\;The Magnificent 7&rdquo\; which is designed to build confidence\, courage\, values and
\nleadership skills. He has served as a youth lacrosse coach for over 10 years and is a board member of the
\nShoreline Chamber of Commerce and the Guilford Yacht Club.
\nEric earned his B.A. in Economics and Finance from Manhattanville College and holds Series 7\, 63 and
\n65 licenses with LPL Financial.
\n
\nLawton C. Leung Bio
\nLawton is an associate on the private client and tax team at Withersworldwide
\nHe focuses his practice on domestic and international tax\, trust\, and estate planning for high net worth individuals and their families.
\nHe regularly advises donors with respect to planned giving structures and counsels public charities\, private foundations\, and other tax-exempt
\norganizations on formation\, tax\, and regulatory matters.
\nHe has particular experience with advising fiduciaries in relation to the estate administration process\, especially on post-mortem estate planning and
\ncharitable deduction issues.
\nLawton 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.
\n
\n \;
LOCATION:Shoreline Chamber of Commerce is inviting you to a scheduled Zoom meeting. Topic: Thriving in Difficult Times Time: Mar 11\, 2021 08:30 AM Eastern Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/88085616249?pwd=VHJxc29PajFUK2Rndk9aYkhiR0ZaUT09 Meeting ID: 880 8561 6249 Passcode: 363458 One tap mobile +13017158592\,\,88085616249#\,\,\,\,*363458# US (Washington DC) +13126266799\,\,88085616249#\,\,\,\,*363458# US (Chicago) Meeting ID: 880 8561 6249 Passcode: 363458
UID:e.3260.7602
SEQUENCE:3
DTSTAMP:20240328T234629Z
URL:https://www.shorelinechamberct.com/events/details/thriving-in-difficult-times-a-virtual-workshop-presenters-eric-lawton-president-impact-wealth-management-llc-and-lawton-c-leung-associate-withersworldwide-7602
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