Wealth & Estate Planning Strategies: Planning for Year-end and Beyond

Location

Convene CityView

30 South 17th Street

Philadelphia, PA


Date & Time

Start Date: 12/02/2021
Start Time: 8:45 a.m.
End Time: 09:40 a.m. (ET)

 

Helene Jaron will speak on a panel titled "Wealth & Estate Planning Strategies: Planning for Year-end and Beyond" at the Annual Private Wealth Management Conference, hosted by CFA Society Philadelphia. With the uncertainty that remains with potential tax law changes that may affect estate planning strategies, the panel will discuss the critical components of the proposed legislation and describe the impacts on estate planning strategies for clients.


Sponsor


Attorneys

Helene S. Jaron

Chair, Private Client, Trusts and Estates

hjaron@cozen.com

(215) 665-4657

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