Simplify and Maximize Your Estate to Benefit Your Heirs
The Osher Institute is proud to partner with the Office of Institutional Advancement to bring Peter Eberhart, J.D., CFP® to campus for an informative planning seminar: Simplify and Maximize Your Estate To Benefit Your Heirs.
With the passage of the 2017 Tax Cuts and Jobs Act, it’s important for you to now re-examine your existing estate plan. This seminar will address how to simplify and structure your will, IRA and other retirement accounts, trusts, and more.
Peter is the managing director of Henry H. Armstrong Associates Inc., a Pittsburgh-based wealth management firm with offices in New York.
Wednesday, April 25, 2018
10 a.m. – Noon
Alumni Hall, Connolly Ballroom
4227 Fifth Ave, Pittsburgh, PA 15260
For more information contact Rachel Stachelrodt by calling 412-624-5815 or emailing rms116@pitt.edu.
Date & Location
Date: 4/25/2018
Time: 10:00 AM to 12:00 PM
Location: Alumni Hall, Connolly Ballroom
4227 Fifth Avenue
Pittsburgh, PA 15260