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DTSTART:20230427T193000Z
DTEND:20230427T220000Z
LOCATION:Duquesne Club
UID:2420820230427T193000ZAdapt, Change or Disappear: New tools and mindset for a changing marketplace
DTSTAMP:20260422T101908Z
DESCRIPTION:\n[](/assets/Councils/Pittsburgh-PA/userContent/images/500%20Pgh%20Found%20GOLD(1).png)\n \nFinancial and wealth transfer planning has evolved greatly over the past two decades. A new generation of client brings with them more education and real-time information that has altered the advisor-client relationship.\n\n For our spring 2023 continuing education event, [David York](https://link.edgepilot.com/s/2206797e/1Eiu6XNM6U6f2Cg4VztEzw?u=https://www.davidryork.com/), an author, national speaker, attorney, certified public accountant and managing partner with the Salt Lake City law firm of York Howell, will review the seismic shifts in wealth transfer planning and professional services, the effects these changes have on the financial services industry, and practical recommendations to connect with a new type of client in today’s marketplace.\n Credits: One substantive credit for each: CLE, CFP and CPE. Invitation is non-transferable. There is no cost to attend. \nSpecial thanks goes to our sponsor [FNB Wealth Management](https://link.edgepilot.com/s/0c55fda7/9WBn3s_6lUKjuZuNtLJ0Rg?u=https://www.fnb-online.com/Personal/Investing-Retirement/Wealth-Mgmt) for their support of our spring continuing education event.  \n \nPITTSBURGH EVENT\n Thursday, April 27, 2023\n 3:30 – 6 p.m.\n 3:30 to 4 p.m. | Registration. 4 to 5 p.m. | Presentation. 5 to 6 p.m. | Cocktails, hors d'oeuvres and networking. \nThe Duquesne Club – Walnut Room\n 325 Sixth Avenue, Pittsburgh, PA 15222\n \n[Register Here](https://community.pittsburghfoundation.org/springCLE2023)\n \nIf you have questions about the event, please contact Cat Mutunga at mutungac@pghfdn.org.\n
SUMMARY:Adapt, Change or Disappear: New tools and mindset for a changing marketplace - Estate Planning Council of Pittsburgh 
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