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Feb 28 | New York – Personal Wealth Management Series & WIN Wednesday

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. During this series, we will address key aspects of personal wealth management.…

Jan 31, 2024

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.

During 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:

  • Fundamental Estate Planning, Wills, Directives, etc
  • Dependent Concerns (Parents, Children, or Both)
  • Planning for Retirement Age
  • Titling of Assets and Ownership, Uses of Trusts
  • Tax Considerations & Recent Changes to Applicable Laws

Our 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.

Thank You Proskauer!

When
February 28, 2024
Wealth Management Session: 5:30 – 6:45 p.m. ET
Networking: 6:45 – 7:30 p.m. ET
Where
Proskauer, 11 Times Square, New York, NY 10036
Registration Fee
$25 for Institutional Limited Partners | $50 for All Others

For any questions about the event, please contact April Meyer at .

New York Committee
Anna Dayn, New End
April Meyer, Circle b Advisory, LLC
Caryn Feinberg, Probitas Partners
Lisa Lee, PSG & Providence Equity
Stephanie Park, Apogem Capital
Susan Soh, GrowthCurve Capital

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