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UID:1794820200326T153000ZThis luncheon has been canceled.
DTSTAMP:20260422T103346Z
DESCRIPTION:\nThis luncheon has been canceled.\n \nDuring this session, [Kate McKenzie](https://pittsburghfoundation.org/kate-mckenzie) and [Amy Razem](https://pittsburghfoundation.org/amy-razem) will present an interesting case that will help advisors, estate attorneys and CPA’s better understand how engaging their clients around their highest ideals can not only deepen those relationships but can result in better tax, estate planning and charitable giving strategies.\n \nFollowing Kate and Amy’s portion, [David DelFiandra](https://www.leechtishman.com/people/david-j-delfiandra/), Partner at Leech Tishman, [Shana Bielich](/assets/Councils/Pittsburgh-PA/userContent/files/Shana_Bielich%20Bio.docx), CFP®, Vice President, Financial Advisor at Coghill Investment Strategies, LLC, and [David M. Wilke](https://wilkecpa.com/leadership/), CPA, MBA, Managing Partner at Wilke & Associates will participate in a panel discussion to showcase how they’ve embraced philanthropy and legacy conversations into their practices and reasons why doing so is critical in today’s competitive market.\n \nThis lunch meeting is sponsored by\n \n[](https://www.ameripriseadvisors.com/team/the-henry-group/our-financial-advice-team/timothy.m.henry)\n
SUMMARY:This luncheon has been canceled. - Estate Planning Council of Pittsburgh 
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