Member Login
Loading Events
Back to Events

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

Our events

View All

Mar 3-6 | Arizona – Women’s Private Equity Summit (Partner Event)

Mar 03 – 06 | 5pm-3pm

The Women’s Private Equity Summit returns in March for its 17th edition.
March 3 – 6, 2024
The Arizona Biltmore, Phoenix, AZ
Hosted at the luxurious Arizona Biltmore, this is the must-attend conference for women in private equity. Attracting...

Event Details

Mar 4 | Phoenix – PEWIN Pajama Party at WPES

Mar 04 | 10pm-11pm

PEWIN Pajama Party
hosted by
PEWIN Leadership
&
Women’s Private Equity Summit Founder, Beth Falk
We are so excited to continue our PEWIN tradition with our late night pajama party, exclusively for PEWIN members!  Wear your “cute”...

Event Details

Mar 5 | London – PEWIN Europe Networking Lunch

Mar 05 | 6am-2pm

Please join us on 5th March for a networking lunch in London. This is a no-host casual gathering for anyone from out-of-town and in-town that can stop by.
Date: Tuesday, 5th March 2024
Time: 12:00 – 2:00 pm Lunch & Networking
Venue: The...

Event Details

Subscribe to our newsletter