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Wealth Management Webcast Series - Part 1 of 2
Join the ACG Pittsburgh Chapter as they present part one of two of a Wealth Management series. This first virtual session will focus on the importance of finances, estate planning, tax considerations, and more for professionals in their 30s and 40s. We hope you will register and tune in for this exceptional panel as you navigate your own financial planning process for your family and future.
Moderator - Katharine Perry
Certified Financial Planner, Financial Advisor - Fort Pitt Capital Group
Panelist - Kim Caughey Forrest
Chief Investment Officer, Founder - Bokeh Capital Patners
Panelist - Nichole Phatak
Member - Clark Hill
Members/Sponsors: Complimentary | Non-Members: $30
Cancellations received via email at least 3 business days
from the event will be granted a refund, less a 20% administrative fee.
Cancellations received after the cut-off date (3 days prior to) are not
eligible for a refund. However, registrations can be transferred without
penalty to another representative from the same company for the same event,
with advanced notification to organizers. If the replacement
representative is not a member of the association, the firm will be responsible
to pay the difference between the member vs. non-member rate (this will vary
depending on the event).
Picture/Video Policy: Registration implies consent that any pictures or video taken during the event can be used for promotional purposes. ACG Pittsburgh is able to use your likeness without remuneration.
Hosted by: ACG
Chapter
Pittsburgh
