On October 27, 2026 at 1:00pm EDT the ICA is offering a free estate planning webinar: Estate Planning Introduction: Securing Your Future
Join us for an interactive conversation about protecting what matters most. Whether you’re just beginning to think about estate planning or looking to strengthen your current strategy, this discussion brings together experienced wealth and estate planning experts to demystify the key components of a comprehensive plan.
Please note: This session will focus specifically on U.S. estate planning laws, regulations, and tax considerations.
In this session, you’ll learn about:
- Wills & Trusts – Understanding the differences and how each can serve your specific goals
- Powers of Attorney – Ensuring your financial and legal affairs are managed according to your wishes
- Healthcare Directives – Making your medical preferences known when it matters most
- Giving Strategies – Discovering tax-efficient ways to support your family and causes you care about
Our panelists will address common misconceptions, answer your questions, and provide actionable insights to help you take the next steps in your wealth and estate planning journey. This session is ideal for anyone seeking clarity on estate planning fundamentals within the context of holistic wealth management, whether you’re building your first plan or refining an existing one.
Meet the presenters:
Patti Baum has been a financial advisor and wealth manager with RBC Wealth Management since 1998. She began her career in 1985 as a financial advisor with Alex. Brown & Sons. Patti is part of RBC’s Private Wealth Group, a select group of advisors serving high-net-worth individuals and institutions. She is a member of the firm’s Senior Consulting Group and has been consistently named to the firm’s Executive Council, offered to RBC’s top 60 advisors.
In conjunction with the University of Chicago Booth School of Business, Patti completed the Certified Private Wealth Advisor (CPWA®) program. This rigorous study helps wealth advisors develop specific strategies for high-net-worth families, with the goal of accumulating and protecting assets, maximizing growth of capital, and transferring wealth to the next generation.
Patti earned a bachelor’s degree from Duke University in 1978, graduating summa cum laude, and earning membership to the Phi Beta Kappa honorary society. In 1991, she graduated from the Wharton School Securities Industry Institute program. In addition, she completed the U.S. SIF Foundation Course: Fundamentals of Sustainable and Responsible Investment from the Center for Sustainable Investment Education.
Patti plays an active role in the Baltimore Annapolis community. She is currently on the board of trustees and is vice chair of The Baltimore Community Foundation, where she serves as chair of the Investment Committee. She is also on the board of Overseers and Investment Committee for the Baltimore School for the Arts, which is a leading pre-professional arts high school. In addition, she serves on the board of the Rosa Parks Museum in Montgomery, Alabama.
Beth Bafford is a financial advisor focused on values aligned investing and wealth planning for individuals and institutions. She helps clients feel organized and empowered by their financial assets, tailoring portfolio strategies to their holistic financial and impact objectives. She loves helping clients understand what they own—and how their investments contribute to their own goals as well as the world they want to live in.
Beth joined the Compass Private Wealth Advisors team at RBC Wealth Management in April 2026 after spending the first 20 years of her career at the intersection of finance, policy and sustainability. Prior to joining RBC, Beth served as CEO of Climate United, a national nonprofit coalition selected by the federal government to manage a $7 billion National Clean Investment Fund. Prior to Climate United, Beth led strategy for Calvert Impact, building new programs that helped drive over $1 billion in funds into economic inclusion, clean energy adoption and environmental sustainability. She has also worked as a consultant at McKinsey & Company, as a special assistant at the White House Office of Management and Budget, as a regional field director on the 2008 Obama for America campaign and as an associate at UBS Financial Services. Beth received her bachelor’s degree in public policy and her MBA with a concentration in social entrepreneurship from Duke University. She was named an Alumni: Leader of Consequence by the Duke University’s Fuqua School of Business in 2022 for her work in the impact investment industry.
Beth serves on the advisory board for the CASE Initiative on Impact Investing (CASEi3) at Duke’s Fuqua School of Business, the investment committee for the Aaron and Lillie Straus Foundation and the impact investment committee for the Baltimore Community Foundation. She lives in Baltimore, Maryland, with her husband and four young children.
Liz Jacovino is a vice president and wealth strategist for RBC Wealth Management. She is based in Connecticut and serves as a resource for financial advisors and their ultra high-net-worth clients in the firm’s East division. Liz’s area of expertise is in understanding what’s important to our clients and develop appropriate strategies that address the clients’ objectives and concerns. These sophisticated strategies are designed to complement the clients existing plans or create new plans. She has significant experience in areas such as wealth transfer, business sales, pre- and post-sale planning, as well as charitable giving and beyond. Liz places special emphasis on mitigating risks that clients may encounter. Her role is to coordinate with financial advisors and their clients on planning and implementation, as well as participate in regular planning updates. She also collaborates as needed with the clients’ attorneys and accountants. Liz has spent the past two decades working with advisors and clients, showing them how to preserve wealth and value in their estates for future generations. She has been an instructor at both Pace University’s College for Professional Education and the Advest Institute at Harvard. Liz is a graduate of Johnson and Wales College. She holds the CERTIFIED FINANCIAL PLANNER® certificate, Certified Private Wealth Advisor®, Chartered Retirement Planning CounselorSM and Certified Trust and Fiduciary Advisor designations. She also passed the Series 7, 63 and 65 license exams and holds multiple state insurance licenses.
This webinar is free and open to ICA Corporate, Bronze, and higher level members only. Registration is required! A link will be sent to those members soon. Interested in increasing your membership level? Please reach out!