Smart Inheritance: How to Keep Wealth in the Family

Fort Pitt Capital Group in Webinar 9 May, 2024



Fort Pitt’s Financial Advisors, Daryl Patten and Skylar Riddle, CFP® host guest speaker Ken Ventresca to discuss financial planning for multiple generations. The presentation covers:

  • Structuring your family’s wealth plan
  • Preserving assets for the next generation
  • Minimizing taxes
  • Financial literacy for the next generation
  • And more!
Content is provided for educational purposes only. Opinions provided include endorsements of the products and services provided by Fort Pitt; however, they are not indicative of any specific client experience or testimonial.


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