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DTSTART:20240314T153000Z
DTEND:20240314T170000Z
LOCATION:Duquesne Club
UID:2573020240314T153000ZFamily Complexity and the Power of Collaboration
DTSTAMP:20260406T152814Z
DESCRIPTION:\nThis event is at capacity. No further registations will be accepted. Walk-ins will NOT be accommodated. No exceptions will be made.\n \nHeritage Wealth Advisor's [Dee Ann Remo](https://www.heritagewealth.net/team/dee-ann-remo/), CPA, CFP®, PFS (Founder and CEO), [Cary Baronian, ](https://www.heritagewealth.net/team/cary-baronian/)[CFA®](https://www.heritagewealth.net/team/cary-baronian/)[ ](https://www.heritagewealth.net/team/cary-baronian/)(Director of Investments), and [Sarah Simmer](https://www.heritagewealth.net/team/sarah-remo-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.\n \nApproved for 1 CFP, 1 CLE and 1 CPE credit.\n
SUMMARY:Family Complexity and the Power of Collaboration - Estate Planning Council of Pittsburgh 
PRIORITY:3
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