---
title: Zoe Financial Estate Planning and Intergenerational Wealth Transfer - Renew Wealth Management
description: Renew Wealth Management is a Fiduciary Financial Advisor and Educator for Military Veterans, Federal Civil Servants and their Families, located in Washington D.
author: James Simon
---

# Zoe Financial Estate Planning and Intergenerational Wealth Transfer

This webinar, hosted by Andres Garcia Maya, CEO of Zoe Financial, features guest speaker James Simon, CPA and CFP from Renew Wealth Management, discussing the complexities of estate planning and intergenerational wealth transfer.