Family Complexity and the Power of Collaboration

Date: Thursday, March 14, 2024
Time: 11:30am - 1:00pm
Location: Duquesne Club

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This event is at capacity. No further registations will be accepted. Walk-ins will NOT be accommodated. No exceptions will be made.

Heritage Wealth Advisor's Dee Ann Remo, CPA, CFP®, PFS (Founder and CEO), Cary Baronian, CFA® (Director of Investments), and Sarah Simmer, CPA, CFP®, CAP® (Senior Wealth Advisor & Managing Partner – Pittsburgh) will hold a session on the complexity that comes with serving large, multi-generational families and how leading with collaboration can make the complex more manageable – for us and our clients.  The team will use actual case studies and our experiences with these families to help advisors of all kinds feel equipped to suggest (or even join!) the next family meeting.

Approved for 1 CFP, 1 CLE and 1 CPE credit.

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