Smart Inheritance: How to Keep Wealth in the FamilyJoin Fort Pitt’s Financial Advisors, Daryl Patten and Skylar Riddle, CFP® as they host guest speaker Ken Ventresca to discuss financial planning for multiple generations. The presentation will cover:
• Structuring your family’s wealth plan
• Preserving assets for the next generation
• Minimizing taxes
• Financial literacy for the next generation