Rethinking Work Life

On March 8 learn how the COVID-19 crisis changed the dialogue around work life and Diversity, Equity and Inclusion.

Featured Speaker

Michael Lum

Michael D. Lum is a Senior Wealth Planning Strategist for the Southwest Region/Dallas office of Wells Fargo Private Bank.  Mr. Lum works with clients to help develop custom wealth planning solutions based on a thorough understanding of their values and goals. Prior to joining Wells Fargo, Mr. Lum worked as an estate planning associate at the Dallas office of Foley & Lardner, LLP. Before that, Mr. Lum worked as an estate planning associate at a boutique estate planning firm in Las Vegas, Nevada. Mr. Lum also has over 10 years of experience in the financial services industry