The Liquidity Bridge

March 25, 2026 | 12:00 PM-1:00 PM ET
Virtual Webinar

Complex settlements often look great on paper but leave clients “asset rich and cash poor” during the transition to a stable, new reality.  This Lunch and Learn program will provide family lawyers with a framework to identify liquidity gaps to reduce the risk of cash flow shortfalls for their clients.  We will discuss scenarios to unlock liquidity while minimizing the impact of forced asset sales to create a financial bridge to the next chapter of their lives.    

Meet the Speakers

• Bruce Kardon, (President and Chief Investment Officer at Conservest)

• Clay Hall, CFA, CRPC (Director, Investment Committee & Investment Manager at Conservest)

• Lacy Redwine, J.D. (Office and Client Service Operations at Conservest)
• Moderator: Carolyn Moran Zack, Esq.

This course is approved for 1 CLE credit by PACLE.

>>> Register today