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UID:10000122-1713891600-1713898800@www.pewin.org
SUMMARY:Apr 23 | Houston – PEWIN Texas: Personal Wealth Management Event
DESCRIPTION: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. \nOur session will focus on Estate Planning Essentials. Topics will include: \n1. Fundamental Estate Planning\, Wills\, Trusts\, Beneficiary Designations\n2. Tax Considerations\n3. Gifting / Planning for Minors\n4. Effective Use of Carried Interest in the Planning Process \nJP Morgan Wealth Management Experts\nAlison Marie Young\, Executive Director\, Wealth Advisor\nSarah Daya\, Executive Director\, Wealth Planning and Advice \nDate\nTuesday\, April 23\, 2024 \nTime\n5:00 – 7:00 PM CST \nLocation\nJPMorgan Client Center\n721 Travis Street\, Houston Texas \nFee\nComplimentary \nFor any questions about the event\, please contact Diana Murakhovskaya diana@theartemisfund.com \nTexas Events Committee\nDiana Murakhovskaya & Stephanie Campbell\, The Artemis Fund\nFaridah Usman\, Rice University\nDiane Brouillard & Brooke Jones\, Santé\nShelby Wanstrath\, Vista Equity Partners\nPriti Moody\, Cook Children’s\nJin Dingmore\, Baylor University<
URL:http://www.pewin.org/event/apr-23-houston-pewin-texas-personal-wealth-management-event/
LOCATION:JPMorgan Client Center\, 721 Travis Street\, Houston\, United States
CATEGORIES:PEWIN Event
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