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Professional Advisors Series – Nov. 18, 2020

We invite you to attend the 14th annual Advisors Series for Estate and Wealth Management Professionals as we present this year’s session live and online versus in-person on Wednesday, Nov. 18 from noon to 2:15 p.m.

“Year-End Estate Tax Planning After the Election” will be presented by Jonathan G. Blattmachr, a popular speaker at previous Advisors Series hosted by The Catholic Foundation.

The event will take place virtually through a Zoom webinar, allowing guests to participate in the safety and convenience of their home or office, and will offer two hours of continuing education credit.

The cost to attend is $60 per person, and registration can be completed online here through Nov. 13.

Blattmachr is director of estate planning for Peak Trust Company, formerly Alaska Trust Company, and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisory firm in Manhattan.

He is the author and co-author of several books and more than 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel.
 

We invite you to attend the 14th annual Advisors Series for Estate and Wealth Management Professionals as we present this year’s session live and online versus in-person on Wednesday, Nov. 18 from noon to 2:15 p.m.

“Year-End Estate Tax Planning After the Election” will be presented by Jonathan G. Blattmachr, a popular speaker at previous Advisors Series hosted by The Catholic Foundation.

The event will take place virtually through a Zoom webinar, allowing guests to participate in the safety and convenience of their home or office, and will offer two hours of continuing education credit.

The cost to attend is $60 per person, and registration can be completed online here through Nov. 13.

Blattmachr is director of estate planning for Peak Trust Company, formerly Alaska Trust Company, and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisory firm in Manhattan.

He is the author and co-author of several books and more than 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel.



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