On November 4, 2019, Adam Schucher joined two of his colleagues at Books & Books in Coral Gables to provide a panel discussion on “Shrewd Financial Planning – Assessing Priorities to Meet Personal and Professional Goals” presented by the Coral Gables Chamber of Commerce. Adam shared his thoughts on the vital role a comprehensive estate plan plays in one’s financial plan, while his colleagues, John O’Rourke, VP of First American Bank, and Adam Sendzischew of Jones Lowry, discussed investing in the markets and using life insurance to achieve financial goals.