Smart Inheritance: How to Keep Wealth in the Family
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.
