Chapter

Estate Planning Advice for Retired/High Net Worth Individuals


Join us to welcome Fort Pitt Capital Group's Beth Lynch, CFP.  Beth will lead a conversation describing estate planning strategies for individuals considered "high net worth."  The session will review:

1.  What are some of today's most effective estate planning strategies?    
2.  What role does charitable giving currently play?  How has this changed?
3.  How should I be making gifts to my children and grandchildren?

Beth will be joined by Carolyn A. W. Whitworth, AEP,  an attorney with Tucker Arensberg.  Carolyn specializes in representing estates and trusts, financial professionals and business owners, as well as advising high-net-worth families.  

Fort Pitt Capital, a long-time Gold partner of FEI Pittsburgh, has been advising clients in Pittsburgh, Harrisburg and Naples since 1995.  Learn more about the firm, Beth Lynch and Carolyn Whitworth below.  
Open to all members of FEI | Presented via Zoom

Registration closes Monday, March 1, 2021
 

WITH THANKS TO OUR SPONSOR

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Speakers

Ms. Beth Lynch

Senior Vice President & Financial Advisor
Fort Pitt Capital Group Inc.

Carolyn Whitworth

Attorney
Tucker Arensberg

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Taxes, Technical

Prerequisites

none

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