Join us for an informative discussion focused specifically on charitable estate planning and the many ways thoughtful planning can support both your loved ones and the causes you care about most.
Whether you have already completed your plans or are considering updates, we hope you will find this session helpful and engaging.
10:00am Seminar with Jere Doyle in Theater
11:00am Refreshments in the Atrium
Jere Doyle is an estate planning strategist for BNY Wealth and a senior vice president of BNY. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner.
Event registration is required. Seating is general admission.
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If you have questions or can no longer attend, please contact Audience and Member Services Department. Audience and Member Services can be reached during regular business hours M-F, 9am-5pm at 617-300-3300 or via email: [email protected].
