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Apr 23 | Houston – PEWIN Texas: Personal Wealth Management Event

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…

Mar 29, 2024

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<

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Apr 23 | Houston – PEWIN Texas: Personal Wealth Management Event

Apr 23 | 5pm-7pm

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...

Event Details

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