Lisa Glodine McCurdy | The Wealth Counselor

Legacy Architect™-Wealth transfer Counsel to the financially blessed via Legacy on Purpose® ⚖️ @twcofdc & 👩🏽‍⚖️@LegacyDefining & 🎁@RotaryLisa-Legacy Roadmap®

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

#Legacy is a transfer of the expression of one’s values through the opportunities afforded beneficiaries by the resources left in their care. By all means, #LegacyonPurpose℠

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

How to Prepare Teens — Yes, Teens — for Their Future Inheritance https://t.co/y99WyVMiaL via @sheknows

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

Thrilled to be a speaker at what surely will be an impactful day of programming for financially successful families and their advisors.

My goal, leave attendees with the peace of mind they deserve. They’ll walk away with tools for wealth preservation across the generations.

[Worth @worthmag]

Worth Media Group is proud to announce the inaugural Beyond Wealth Summit — taking place March 25, 2026, in Palm Beach, FL.

Seven years ago, Worth added "Beyond Wealth" to the cover of our magazine — not as a tagline, but as a statement of intent. The idea: once financial success is achieved, the conversation shifts from accumulation to application. This Summit is the natural extension of that philosophy.

The Beyond Wealth Summit brings together leaders focused on what comes next — legacy, stewardship, purpose, and the thoughtful deployment of capital and time.

Speakers include Kelly Ann Winget, Oliver Wriedt, Hillel Presser (@PresserLawFirm), Emily Bouchard (@emily4families), Lisa McCurdy (@lisagmccurdy), David Medvedeff, Ed Mitzen, Jason Ma (@JasonLMa), Daniel Hostettler (@TheBocaRaton), Justyn Volesko, and Worth Media Group CEO Josh Kampel (@joshkampel) and CCO Dan Costa (@dancosta)

Read the full press release:
🔗 https://t.co/jMu8i8xSOG
Learn more and request your invitation:
🔗 https://t.co/MsTda9myhp

This event is made possible by our partners @carla_guilhem Design, Cerity Partners, Clear Street, Exclusive Resorts, @MagellanJets, Maybach Ocean Club, @morley_yachts, Shari Liu Agency, and @1800flowers.

#BeyondWealth

[EBONY @EBONY]

Latriece Watkins is stepping into one of corporate America’s most influential retail roles. A graduate of Spelman College and the University of Arkansas School of Law, Watkins has played a key role in shaping Walmart’s broader business strategy and expanding Sam’s Club’s reach to higher income shoppers.

Just three years after joining Sam’s Club, Watkins’ leadership and vision earned her the top seat. Her appointment as CEO takes effect February 1.

For the community, this moment matters. Representation at the executive level isn’t just symbolic, it influences hiring practices, supplier diversity, and how everyday consumers are served. Watkins’ rise is a reminder that Black leadership continues to reshape corporate spaces from the inside out.

This is what progress looks like when preparation meets opportunity. 🖤

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

Listening to Mathew Abraham, Blair McDonald, Margaret Martinez, Lina Morales, Loes Pijpers, and Sherilyn Sheroian https://t.co/JdOOYiA8GV

[ladyjedi @advertisingdiva]

The most powerful rooms don’t have open doors. You have to be invited in.

Introducing Vetta Privé—a private, highly curated retreat for 100 women who lead, build, and move with purpose.

Oct 1–4, 2025 | Palm Beach Gardens
Apply now: https://t.co/HZk2k7CcZl
#VettaPrive

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

There’s a stark difference between Washington, DC “the community” and the federal government, which is based in DC. Hint: People live here!

[ladyjedi @advertisingdiva]

Realizing how many people in the US have no concept of the Washington DC life and culture. This is a company town.

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

@advertisingdiva Looking forward to this!

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

Join us! @Clubhouse 10 AM EST!

https://t.co/C6y87OCJAm

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

Check out “Navigating Multi-family Ownership of a Vacation Home,” starting on page 31! Share your thoughts in the comments below.

#legacyonpurpose #legacy #familygovernance #heircommunication #vacationhome #LisaTheWealthCounselor

https://t.co/HZvZ9dSHMg via @issuu

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

Celebrate with me!

Just a few days ago, our team at @TWCofDC learned that it has been awarded our first RFP proposal of the year! This is such exciting news! #estateandassetprotection #generationalwealth #businesssuccession #familybusiness #hnw #LisaTheWealthCounselor

[Amanda Gorman @TheAmandaGorman]

Four years ago I wrote my inaugural poem The Hill We Climb. Both when I wrote it and performed it, I did so while continuously reflecting on Dr. Martin Luther King Jr and Coretta Scott King’s legacy. I was (and am) blown away by how my words reverberated around the world; if anything, it proved to me that we honor King’s dream, by daring to dream big, and by, most importantly, daring to dream together. Only then will the loving fantasies of our better nature transform into reality. The work and fight for the dream persists, and what’s more, it is not just a fight, but fate—that perhaps we are as destined for this time as it is destined for us. What a worthwhile, powerful calling only we can answer. Here with you in the hill and the climb, and whatever light lies beyond, whatever light lies within.
-Amanda

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

Speaking with Mathew Abraham https://t.co/szVgiaf2Al

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

@advertisingdiva Indeed!

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

This article intersects 2 demographics with whom I have interacted, counseled in my law practice, served on boards and councils, & are among those I call my friends, philanthropists and high net-worth individuals. Everyday Megadonors: a New Force in Giving https://t.co/aZJG0DZ77w

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

On behalf of all whom you guide, mentor, and nurture, #Motherhood is so much more than biology! #HappyMothersDay

[UNFPA @UNFPA]

Mothers bring life into the world.

This #MothersDay, it’s time for the world to stand up for every mother’s life.

RT if you believe that #mothers aren’t just worth celebrating but also worth saving from dying during childbirth.

Learn more: https://t.co/TMwk4lW52N

#GlobalGoals

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

Speaking with @Bez_Rengifo and @rociocaces https://t.co/RLwmrGDu21

[Lisa Glodine McCurdy | The Wealth Counselor @lisagmccurdy]

I'm discussing “Membership-Guest Speaker: Marilyn Nevy Cruz, President RCWDC” with @Bez_Rengifo, @ReverseTheLeon, Mathew Abraham, Ben Law, @TrilliumAntique, @rociocaces, Today, Apr 8 at 10:00 AM EDT in @clubhouse. Join us! https://t.co/OBJLUdZAn4