The PEWIN Houston Chapter is excited to host a dinner conversation on Personal Wealth Management, in partnership with JPMorgan Advisors! This dinner reflects the reality that while our members spend hours investing billions of dollars on behalf of millions of beneficiaries, they often lack the time to navigate the complexities of their own personal finance and wealth planning. Our session will focus on Estate Planning Essentials. Topics will include: 1. Fundamental Estate Planning, Wills, Trusts, Beneficiary Designations 2. Tax Considerations…
Mar 29, 2024
The PEWIN Houston Chapter is excited to host a dinner conversation on Personal Wealth Management, in partnership with JPMorgan Advisors! This dinner reflects the reality that while our members spend hours investing billions of dollars on behalf of millions of beneficiaries, they often lack the time to navigate the complexities of their own personal finance and wealth planning.
Our session will focus on Estate Planning Essentials. Topics will include:
1. Fundamental Estate Planning, Wills, Trusts, Beneficiary Designations 2. Tax Considerations 3. Gifting / Planning for Minors 4. Effective Use of Carried Interest in the Planning Process
JP Morgan Wealth Management Experts Alison Marie Young, Executive Director, Wealth Advisor Sarah Daya, Executive Director, Wealth Planning and Advice
Date Tuesday, April 23, 2024
Time 5:00 – 7:00 PM CST
Location JPMorgan Client Center 721 Travis Street, Houston Texas
Fee Complimentary
For any questions about the event, please contact Diana Murakhovskaya
Texas Events Committee Diana Murakhovskaya & Stephanie Campbell, The Artemis Fund Faridah Usman, Rice University Diane Brouillard & Brooke Jones, Santé Shelby Wanstrath, Vista Equity Partners Priti Moody, Cook Children’s Jin Dingmore, Baylor University<
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