Sharpen Your Competitive Edge with Charitable Planning

Date: Thursday, January 21, 2016
Time: 5:30pm - 7:30pm
Location: Duquesne Club, downtown Pittsburgh
Speaker: Nathan Daley, director of the Complex Asset Group at Fidelity CharitableĀ®

Many estates have a significant portion of wealth tied up in “complex” assets such as a privately owned business or real estate.  These assets can present an estate planning challenge that might be addressed by various charitable planning techniques.  This presentation will help attendees identify families and assets that would benefit from charitable planning.  In addition, attendees will receive a survey of the numerous philanthropic techniques available for complex assets.

Granted 1 CLE credit, 1 CPE credit and 1 CFP credit.

Networking and social hour begins at 5:30 PM
Seating for dinner is 6:00 PM
Program concludes by 7:30 PM

Related Document(s):

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