Partner & Senior Client Advisor Sheila C. Lawrence will serve as a panelist at the Connections Conference 2025 hosted by the CFP Board. The session, titled “Values Based Financial Planning: Navigating Wealth with Purpose,” will explore the multidimensional nature of legacy – from defining what it means for your clients to leave a meaningful mark, to implementing structures that empower families to govern wisely and uphold shared values across generations. Sheila is a CERTIFIED FINANCIAL PLANNER® practitioner and serves on the CFP Board’s Women’s Initiative Council.