help_outline Skip to main content

Add Me To Your Mailing List
HomeEventsStewardship: Protecting Your Digital Assets - Lisa Webb Facilitating

Events - Event View

This is the "Event Detail" view, showing all available information for this event. If registration is required or recommended, click the 'Register Now' button to start the process. If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.

Stewardship: Protecting Your Digital Assets - Lisa Webb Facilitating

Teacher/Facilitator:Lisa Webb

Stewardship: Protecting Your Digital Assets     

Thirty years ago, we had no concept of digital assets.  Today, everyone has digital assets that need to be identified and managed.  From a Biblical perspective, we need to exercise proper stewardship over these asset, the same as our monetary assets.  Join us this Friday as Lisa Webb demonstrates what such stewardship looks like.

About Lisa Webb

Lisa Webb has over 20 years of successful direct sales experience marketing in both the financial services and computer services industries. Currently, Lisa has been a Wealth Management Advisor with Merrill Lynch since 2003.  Lisa is a CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor, a designation awarded from the Certified Financial Planner Board of Standards, Inc. and National Association of plan Advisors respectively. With over 17 years of industry experience, Lisa offers knowledgeable and engaged wealth management to affluent individuals and families focusing on financial planning and developing a disciplined wealth management strategy to build, preserve and eventually transfer assets to heirs and charitable organizations. Lisa aims to provide a high-touch service experience leveraging the investment insights of Merrill Lynch and the banking strength and capabilities of Bank of America. 

Born in Nashville, Lisa grew up in New York City, and graduated Pace University with a Bachelor of Arts in Computer Science. Additionally, Lisa attended Vanderbilt’s Owen Executive MBA program (2007 – 2008).

Friday, January 22, 2021, 6:45 AM until 8:15 AM
Online - Zoom Conference
Additional Info:
Friday Meetings
Registration is required
Payment In Full In Advance Only
Register for this event to receive your Zoom connection information and login credentials.
Registration cancellations will be accepted
No Fee

Upcoming Events

Upcoming Events
Upcoming Events

Sample a Recent Training

Three Critical Market Observations - Presented by Tad Trantum


We Need Volunteers

It takes a lot of partners to keep our organization operating smoothly.  We also like to practice turning the Org Chart upside down and serving upward.  If you wish to engage with CBL Roundtable, how about helping us to fill these volunteer positions.

  • Meeting Master of Ceremonies
  • Food Preparation
  • Barista (Coffee Making)
  • Summer Camp Table Host

Volunteer Now