Leech Tishman Partner Stefanie L. Pate to Participate in 14th Annual Financial Planning Four’um

Leech Tishman Estates & Trusts Partner Stefanie L. Pate will be presenting a webinar at the Financial Planning Association of Pittsburgh‘s 14th Annual Financial Planning Four’um. Her webinar is entitled, “General Estate Planning Update.”

This session will discuss hot topics such as the Secure Act, the Expected 2023 Inflation Adjustments Affecting Estate and Gift Tax and way to transfer wealth when the market is down, etc.

ABOUT THE EVENT:

The 14th Annual Financial Four’um on October 27 is a full-day event focused on the future of financial planning and the rapid pace of change in the profession. This event will be held at various “Watch Parties” throughout the Pittsburgh area with a fully virtual option available as well! We invite you to join CFP®s, attorneys, financial decision makers, accountants, and advisors to learn up-to-date information on technical topics, technology, and management skills. Our goal is to provide our partners with many virtual/online, and in person, benefits throughout the event so that you can engage with attendees the entire day. Our keynote speakers, breakout sessions and panel discussions are being planned and will be soon confirmed. Registration fees will be significantly discounted for FPA (fpapittsburgh.org) and EPC (epcpittsburgh.org) members; CE credits will be made available for almost every session; and we will be continually be featuring our partners throughout the day.