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Nov 12 | Minneapolis – PEWIN Twin Cities: Trust and Estate Planning Event

Join us for an insightful evening as we explore the fundamentals of trust and estate planning, led by JP Morgan Private Bank Advisors. This is a valuable opportunity to deepen your understanding of critical wealth management strategies while connecting with fellow members in an intimate setting. JP Morgan Experts Tiffany Carmona, Managing Director Kelly Miller, Executive director Pilar Oppedisano, Managing Director Date Tuesday, November 12, 2024 Time 5:00 pm: Cocktails & Networking 5:30 – 7:00 pm: Dinner & Presentation 7:00 – 8:00…

Join us for an insightful evening as we explore the fundamentals of trust and estate planning, led by JP Morgan Private Bank Advisors. This is a valuable opportunity to deepen your understanding of critical wealth management strategies while connecting with fellow members in an intimate setting.

JP Morgan Experts
Tiffany Carmona, Managing Director
Kelly Miller, Executive director
Pilar Oppedisano, Managing Director

Date
Tuesday, November 12, 2024

Time
5:00 pm: Cocktails & Networking
5:30 – 7:00 pm: Dinner & Presentation
7:00 – 8:00 pm: Q&A + Networking

Location
Interlachen Country Club
6200 Interlachen Blvd, Edina, MN 55436

Fee
Complimentary

Thanks to JP Morgan Private Bank for the generous support of this event!

Questions?
Please contact Kerry Fauver " target="_blank" rel="noopener"> or Caryn Feinberg " target="_blank" rel="noopener">.

Twin Cities Regional Committee
Jen Wilson, Thrivent Financial
Gina Lee Peyton, Lineage Strategic Advisors

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