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DTSTART;TZID=America/New_York:20231109T160000
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SUMMARY:Nov 9 - Boston - Personal Investment And Financial Planning 2.0
DESCRIPTION:When You Know Enough to Be Dangerous But Not Enough to Avoid the Common Pitfalls:\nJoin Us for Personal Investment and Financial Planning 2.0 and Share Insights as We Plan for the Future! \nThe world of personal investment and financial planning is always evolving\, and just when you think you have your “ducks in a row” something changes – a new tax\, a shifting macroeconomic landscape\, or new legislation.  With our focus often centered on our jobs\, clients\, firms\, portfolio companies\, its all too easy to neglect our own personal finances.  We are pleased to facilitate some advance thinking with a targeted discussion led by family office and trust and estate experts on how to stay on track and proactively plan for the future. \nDuring our time together\, we’ll discuss topics such as: \n\nNext level estate planning essentials and generational wealth transfer\nTax strategies and the Mass Millionaires Tax\nImplications of a prolonged\, higher interest rate environment across investments and personal leverage\nPlanning for children and charitable giving\n\nWe know you’ll gain new insights and make valuable connections over the course of this interactive session.  We hope to see you there! \nFacilitators:\nGeraldine Alias\, Managing Director\, Three Cairns Group\nSarah Connolly\, Partner\, Nixon Peabody\nLaura Tuttle\, Head of Family Offices\, Boston Family Advisors\nHost:\nNelly Xavier\, Managing Director\, HighVista Strategies\n\n\nWhen\nThursday\, November 9\, 2023\n4:00-6:00 PM\n\nWhere\nHighVista Strategies LLC\nJohn Hancock Tower\, 200 Clarendon on the 50th floor\, Boston\n\nRegistration is complimentary for PEWIN members.\n\n\nThank you HighVista Strategies for hosting this event. \nFor any questions about the event\, please contact Laura Tuttle at Laura@bostonfamilyadvisors.com | Geraldine Alias at geraldine.alias@gmail.com \nPEWIN Boston Regional Committee\nGeraldine Alias\, Three Cairns Group\nSarah Samuels\, NEPC\nRudina Seseri\, Glasswing Ventures\nLaura Tuttle\, Boston Family Advisors
URL:http://www.pewin.org/event/nov-9-boston-personal-investment-and-financial-planning-2-0/
LOCATION:HighVista Strategies LLC\, John Hancock Tower\, 200 Clarendon on the 50th floor\, Boston\, CT\, United States
CATEGORIES:PEWIN Event
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