A Presentation by W.A. Smith Financial Group

Q3 Lunch & Learn

Our third quarter “Lunch and Learn” for 2024 has been planned and you are invited! During this event we will be joined by Elena Lidrbauch. Elena is a Certified Elder Law Attorney, specializing in legal matters concerning older individuals and those with disabilities, offering services in Medicaid planning, special needs planning, estate planning, guardianship, and more. With a decade of experience in community mental health agencies, she provides empathetic support, coupled with legal expertise.

Wednesday, July 10, 2024

Wednesday, July 10, 2024

Wednesday, July 10, 2024

Doors open at 11:30 AM  |  Program begins at 12:00 PM

Wednesday, July 10, 2024

Seating is limited!  |  RSVP by Monday, July 1, 2024

Event begins in

We're sorry, registration for our Q3 Lunch & Learn is now closed.


Elena A. Lidrbauch

Hickman Lowder

Certified Elder Law Attorney (CELA)


Andrew Toccaceli

RICP®, MRFC® – W.A. Smith Financial Group

Senior Vice President, Advisor


Jarrett Lang

RICP®, RFC® – W.A. Smith Financial Group

Vice President, Advisor

An Exclusive Discussion on Estate Planning and Market Insights

As the financial landscape evolves, it's crucial to stay informed about economic trends and effective estate planning strategies. Our third quarter "Lunch and Learn" event brings together industry experts to provide valuable insights and practical advice, ensuring your financial plans are well-positioned for the future.

The Presentation and Q&A will explore such topics as:

  • W.A. Smith Financial Company Updates
  • Economic Update and Market Outlook
  • 5 Essential Estate Planning Tips
  • 5 Estate Planning Mistakes That Could Cost Your Family Dearly