This month, Rachel Meagher participated in two speaking engagements, one at Harvard Law School and one for the Financial Planning Association. At the Harvard Law School Fall Reunion, Rachel, a 2011 Harvard Law alumna, served as a panelist on “Estate Planning in 2025: Sweet Dreams or Tossing and Turning?” discussing strategies for maintaining your current lifestyle while also preserving, growing, and transferring wealth over time. On behalf of the Women & Finance Knowledge Circle at the Financial Planning Association, Rachel co-presented, “Beyond the Numbers: Legal Strategies Advisors Should Know for Major Life Events,” sharing how legal instruments – such as wills, trusts, and prenups – intersect with financial planning.