ReFrame | Lacy Garcia

Join us live from the SER Summit for Latin@s in FinServ as we interview Lacy Garcia founder and CEO of Willow.  

Topics of Discussion:  

• Discuss Lacy’s journey into the industry 

• How she came to found Willow 

• Her take on our State of Women in Wealth Management Research  

• Why it’s important to serve women and how to get the education to do so successfully 

Date: Oct. 10 

Time: 5 p.m., CT 

Location/Virtual:  Virtual