Continuing Legal Education Event
Thursday, October 25, 2018
WHEN: Thursday, Oct. 25 at 3:30 p.m.
WHERE: Duquesne Club
Financial advisors are invited to our fall Continuing Legal Education event featuring Jere Doyle, senior vice president at BNY Mellon and estate planning strategist for BNY Mellon Wealth Management. He will discuss the income and estate tax implications of leaving an IRA to charity – both upon death and during life – with an analysis of minimum required distribution rules. In addition, he will detail four ways to maximize the deductibility of charitable contributions.
If you have questions about the event, please call 412-391-5122.