Diversity, Equity, Inclusion & Belonging
In celebration of women’s history month, here are a few ways you can join me in empowering clients and...
In the News
Join Lenox in championing women's vital role in the financial realm, where their distinct perspective...
In the News
Life doesn't stand still, and neither should your will. Stefan Greenberg provides 10 solid reasons to...
In the News
Listen to Senior Vice President Abbe Large as she joins Dawn Kennedy on The Profit Accelerator podcast to delve...
In the News
Abbe Large and Kamie Lehmann on the She's Invincible podcast delve into how adults worldwide struggle with...
In the News
Read more about Lenox’s next generation of leaders.
Estate, Gift, & Trust Planning
Change is the only constant. Managing Partner, Stefan Greenberg explains how reviewing your Will every 3-5...
Cash Flow and Retirement
Think twice before dipping into your retirement savings for gifts! It could lead to immediate taxes and...
Financial Planning
You’re probably aware that the Section 529 plan is one of the most effective college savings...