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Smart Inheritance: How to Keep Wealth in the Family
May 7, 2024M j, Y12:00pm EDT2024-05-07T16:00:00Zg:ia T1 hour
Join 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
And more!
