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DTSTART;TZID=America/New_York:20240228T173000
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UID:10000107-1709141400-1709148600@www.pewin.org
SUMMARY:Feb 28 | New York – Personal Wealth Management Series & WIN Wednesday
DESCRIPTION:The PEWIN New York Chapter is excited to launch our Personal Wealth Management Series at our February WIN Wednesday in partnership with Proskauer! This series\, which kicked off in Boston in 2023\, 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. \nDuring this series\, we will address key aspects of personal wealth management. Our first NY session will focus on Estate Planning Essentials. Registered attendees will be surveyed in advance on the topics that will be the most impactful including: \n\nFundamental Estate Planning\, Wills\, Directives\, etc\nDependent Concerns (Parents\, Children\, or Both)\nPlanning for Retirement Age\nTitling of Assets and Ownership\, Uses of Trusts\nTax Considerations & Recent Changes to Applicable Laws\n\nOur group discussion will be led by Stephanie Heilborn\, Partner and Member of the Executive Committee at Proskauer whose passion is working with women on their estate and wealth planning. A casual networking session will follow our program. We hope to see you there. \nThank You Proskauer!\n \nWhen\nFebruary 28\, 2024\nWealth Management Session: 5:30 – 6:45 p.m. ET\nNetworking: 6:45 – 7:30 p.m. ET\nWhere\nProskauer\, 11 Times Square\, New York\, NY 10036\nRegistration Fee\n$25 for Institutional Limited Partners | $50 for All Others \nFor any questions about the event\, please contact April Meyer at aprilmeyer@circlebadvisory.com. \nNew York Committee\nAnna Dayn\, New End\nApril Meyer\, Circle b Advisory\, LLC\nCaryn Feinberg\, Probitas Partners\nLisa Lee\, PSG & Providence Equity\nStephanie Park\, Apogem Capital\nSusan Soh\, GrowthCurve Capital
URL:http://www.pewin.org/event/feb-28-new-york-personal-wealth-management-series-win-wednesday/
LOCATION:Proskauer\, 11 Times Square\, New York\, NY\, 10036\, United States
CATEGORIES:PEWIN Event
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