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.
Our session will focus on Estate Planning Essentials. Topics will include:
1. Fundamental Estate Planning, Wills, Trusts, Beneficiary Designations 2. Tax Considerations 3. Gifting / Planning for Minors 4. Effective Use of Carried Interest in the Planning Process
JP Morgan Wealth Management Experts Alison Marie Young, Executive Director, Wealth Advisor Sarah Daya, Executive Director, Wealth Planning and Advice
Date Tuesday, April 23, 2024
Time 5:00 – 7:00 PM CST
Location JPMorgan Client Center 721 Travis Street, Houston Texas
Fee Complimentary
For any questions about the event, please contact Diana Murakhovskaya
Texas Events Committee Diana Murakhovskaya & Stephanie Campbell, The Artemis Fund Faridah Usman, Rice University Diane Brouillard & Brooke Jones, Santé Shelby Wanstrath, Vista Equity Partners Priti Moody, Cook Children’s Jin Dingmore, Baylor University<
Apr 24 | Austin – PEWIN Texas: How to Build a Charcuterie Class
Join PEWIN Texas for an evening of interactive networking and delicious foods at our How to Build a Charcuterie event. This unique experience will bring together tables of 5-6 guests, where you’ll work together to taste and create your own exquisite charcuterie board. Learn from Antonelli’s pairing experts as they share tricks and techniques to elevate your culinary skills.
Date Wednesday, April 24, 2024
Time 5:30 PM: Arrivals & Networking 6:15 PM: How to Build a Charcuterie Class Begins 7:00 PM: Networking 7:30 PM: Guests Depart
Location Antonelli’s new South Lamar location – 1100 S. Lamar Blvd. Austin, TX
Fee Complimentary
Menu Charcuterie Boards Champagne, White Wine, Red Wine
Thank You Haynes Boone for the generous support of the event!
For any questions about the event, please contact Diane Brouillard
Texas Events Committee Diana Murakhovskaya & Stephanie Campbell, The Artemis Fund Faridah Usman, Rice University Diane Brouillard & Brooke Jones, Santé Shelby Wanstrath, Vista Equity Partners Priti Moody, Cook Children
Feb 27 – Austin – PEWIN Breakfast: Texas Alternatives Conference
Please join PEWIN Texas for a breakfast gathering of women GP and LP leaders around the Texas Alternatives Conference in Austin. We are excited to continue to build the Texas chapter and bring together members joining us from out of town. This event is generously supported by Santé.
Date: Tuesday, February 27, 2024 Time: 9:00 – 10:30 AM Venue: The Line Hotel – Arlo Grey, 111 E Cesar Chavez St, Austin, TX 78701 Fee: Complimentary
For any questions about the event, please contact Diane Brouillard
Texas Events Committee Diana Murakhovskaya & Stephanie Campbell, The Artemis Fund Faridah Usman, Rice University Diane Brouillard & Brooke Jones, Santé Shelby Wanstrath, Vista Equity Partners Priti Moody, Cook Children’s Jin Dingmore, Baylor University
