Please join us for a virtual conversation around creating estate plans for families with Parkinson’s
Julie Westbrock, Vice President of Business Development, TrustPoint Wealth Management
Wednesday, February 8 from 2 pm – 3 pm EST
As the Vice President of Business Development, Julie’s team works with individuals, families, organizations, and businesses that benefit from sophisticated wealth-related services. She leverages her years of experience in her solo practice to help clients with complex trust and estate needs including settlement preservation trusts, special needs trusts, and estate planning.
Julie earned her BS in Business Management and Marketing from Cornell University in New York and her Juris Doctor at William Mitchell College of Law in St. Paul. Her career has focused around helping individuals with all aspects of estate planning.
Julie, her husband, and son live in the Minneapolis area. She enjoys her husband’s BBQ, her son’s rock band performances, and spending time at the family farm. She is active in the Minnesota/ Dakotas Chapter of the Parkinson’s Foundation, an organization dear to her heart. She is also involved with the Positive Coaching Alliance and the Rotary Club of Edina.
Julie will help participants understand the basics of setting up estate plans.