Welcome to our first e-mail newsletter. In the upcoming months we will be launching a new website and featuring videos and blogs of our clients most frequently asked questions. We will also spotlight a team member and provide you with client testimonials.

Please make sure to mark your calendar for our Spring Fling Appreciation Event on Tuesday, April 21st, 2015. The information is below for your convenience.

Spring Fling Appreciation Event

Tuesday, April 21, 2015
4:30 pm – 7:30 pm
Cava Restaurant
789 Harrison Avenue
Lakeview ~ New Orleans, LA 70124
Cocktails & Hors d’ouevres will be served
Plenty of convenient and complimentary parking
RSVP Jennie@lawealthplan.com

Spotlight – Mervatt Eljaouhari

67918498-98b7-415d-bfb0-ff5e494e67d1Mervatt graduated Magna Cum Laude from Loyola University in New Orleans with a Bachelor’s Degree in International Business.  She has studied business development in Spain, Austria, Portugal, Morocco, Hungary and the Czech Republic.  She has also done emerging markets research in London and the Middle East.  She is fluent in conversational Arabic.  Mervatt specializes in basic estate planning, business planning, and business startups and exit strategies. She gained her strong focus in business strategies while a financial adviser at Northwestern Mutual where she advised clients in financial strategies and asset protection.  Mervatt is in the process of receiving her Six Sigma Green Belt certification which is a refining process efficiencies system.

 

 

Monthly Feature

TESTIMONIALS

We were looking to make some changes in our family owned business in regards to stock parity.  We were introduced to Todd Villarrubia and immediately you could see the wheels turning.  Not only did Todd walk into our door with confidence and wanting to offer a solution, he found a way to turn our challenges into solutions.  While the solutions were relatively short-term, he delivered exactly what we asked for … and more.  With the success we had with the stock parity solutions, we engaged Todd further to handle additional work both personally and professionally.  With those extra planning efforts he has given me that special feeling of security.  I highly recommend Todd Villarrubia as a valuable resource in business planning and strategies.
~ Bob Wetta, President/CEO, DSC Dredge