May 18 – PEWIN Twin Cities | Wealth Management Insights and Strategies

You are invited to join PEWIN Twin Cities at the JPMorgan Private Bank offices for an engaging evening discussing Wealth Management Insights and Strategies.
Our speakers will cover wealth management and planning, including the role of advisors and how firms like JPMorgan Private Bank fit into the broader landscape. We’ll walk through the essentials of building a wealth plan—what it is, why it matters, and the key questions it helps answer—before touching on more advanced considerations like concentrated positions and carried interest. We’ll also cover smart financial hygiene practices and practical ways to get the most value from your advisor. We’ll leave plenty of time for Q&A and open discussion.
Date: Monday, May 18, 2026
Time: 5:00 pm – 7:30 pm
Location: JPMorgan Private Bank’s North Loop Office
241 North 5th Avenue, Suite 900
Minneapolis, MN 55401
Fee: Complimentary
Agenda
Introduction to Wealth Management & Wealth Planning
Intro of hosts
Brief overview of what wealth advisors do, the difference types of advisors, and where JPMorgan Private Bank fits.
What is a wealth plan?
Why are wealth plans an important tool? What do they help answer?
Wealth Planning for Financial Professionals
Planning with concentrated positions
Planning with carried interest
Good Financial Hygiene
Things everyone should do (correct account beneficiaries, using stock to gift to charity, etc.)
Things you could do (annual exclusion gifting, donor advised fund, etc.)
Maximizing the Value of an Advisor
What questions should you be asking your advisor?
Inputs/outputs of a wealth plan
Q&A on the above or anything else top of mind
Thank you to our sponsor, JP Morgan Private Bank!

Questions can be directed to Dawn Owens at
* When attending PEWIN events, photography may take place throughout the program.