Secure the Village: Financial & Legal Empowerment for Every Parent
Event recap
About
Secure the Village brought together parents of all stages for an evening focused on building financial confidence and legal protection for their families. Hosted in partnership with experts from Bernstein Wealth and Buchanan Ingersoll & Rooney, the event offered approachable, expert-led guidance in a warm, community-driven atmosphere.
Evening Highlights:
- Opening Conversation: Roselvin S. Edelman (Buchanan Ingersoll & Rooney) and Lydia Pinnell-Lawrie (Bernstein Private Wealth Management) addressed why financial and legal planning is often left out of parenting conversations—and how including it can bring long-term clarity and security.
- Keynote Sessions: Lydia Pinnell-Lawrie shared practical financial strategies rooted in values and long-term goals, while Roselvin Edelman guided attendees through legal essentials like wills, trusts, guardianship, and asset protection.
- Coterie Circles: Small group breakout sessions allowed attendees to connect directly with attorneys and financial advisors for personalized insight and next-step planning.
Topics Covered
- Guardianship & estate planning
- Trusts, titles, and legal asset protection
- Strategic homeownership and wealth transfer
- Legacy planning and impactful giving
Key Takeaway
Planning for your family’s future isn’t just smart—it’s essential. With the right tools, guidance, and mindset, every parent can protect what matters and grow with intention.
Attendees left informed, empowered, and ready to take action toward securing their family's financial and legal future.
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This event was more than a moment — it was a movement. And we’re just getting started. Let’s keep the conversation going. Let’s keep showing up for each other.
