API Lunch & Learn
September 13 @ 12:00 pm - 2:00 pm
Come join us for our first API Lunch & Learn of the year as we discuss “Strategic Wealth Planning Techniques in Today’s Economic Environment”.
Speaker: Mark R. Pathemer, AEP Click For Speaker Bio
This session will explore opportunistic estate tax planning techniques given the three major economic themes being experienced right now: market volatility, depressed market values, and rising interest rates. Also in play is the potential for tax law changes and the upcoming sunset of the enhanced estate, gift and Generation-Skipping Transfer Tax (GSTT) exclusion amounts.
CE Credits for this presentation have been requested for the following disciplines: CLE (1 hour), CFP (1 hour), and CPE (1 hour).
API is a program of the Jewish Community Foundation focused on promoting philanthropic discussions and giving from clients of professional advisors to the Jewish Community.