| An Exclusive Educational Workshop for Financial Professionals
The most effective legacy plans are built through collaboration. Join estate planning attorneys from Zacharia Brown & Bratkovich alongside charitable giving professionals from The Pittsburgh Foundation as they explore how coordinated estate and charitable planning can help clients maximize their impact while strengthening long-term advisor relationships. You'll leave with practical planning strategies, real-world examples, and insight into The Pittsburgh Foundation's Third-Party Investment Manager Program, which allows advisors to continue managing charitable assets while helping clients achieve their philanthropic goals.
Enjoy heavy hors d'oeuvres, wine, beer, and a selection of non-alcoholic beverages while networking with fellow financial professionals.
This program has been approved by the Pennsylvania Continuing Legal Education Board for 1 hour of substantive CLE credit. This program has also been approved for 1 hour of CE credit for CFP® professionals. |
