Event Details

Conversation & Coffee

July 19, 2017 at 7:30 AM
Playhouse in the Park

Topic:  Wealth Strategy for the Modern Family

As a Wealth Strategist for PNC Wealth Management, Jaki Boyer works with a vast majority of families with relationships that have yet to be contemplated by state and federal laws. For example, demographic data suggests as many as 4 out of 5 families no longer fit the model of mom, dad, two kids and a white picket fence. These families, including the blended family, unmarried couple, and the same-sex couple, deserve out-of-the-box strategies to be certain that each relationship within the family unit is protected appropriately. Together, we will uncover the myriad of issues facing the Modern Family.

Conversation includes:

  • What types of relationships comprise the Modern Family? Story time!
  • Contemplating Marriage? Let's weigh the rights, benefits and obligations.
  • What are some of the creative estate & financial planning solutions?

Speakers:

Karina Horton, CFP®  Sr Wealth Strategist, VP, PNC Wealth Management
Kristin Lenhart, Partner, Dinsmore

WHAT: Conversation & Coffee

WHEN: Wednesday, July 19, 2017

TIME: 7:30-9:00 a.m. 

WHERE: The Playhouse in the Park, Eden Park, Cincinnati, Ohio 

WHO: GCPGC members and guests

Cost:  Free for all attendees, thanks to our sponsor, The Fifth Third Foundation. 

Bring a colleague or board member to learn what the GCPGC is about...

If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.

Members of the 2017 Conversation and Coffee Committee are Heather Dare of PNC Bank, Mindy Hammer of the Free Store/Food Bank, Jeff Lydenberg of PG Calc, Conrad Theide of Cincinnati Public Radio and Jonathan Perlman of the Cincinnati Museum Center. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.

MARK YOUR CALENDAR: Conversation and Coffee is hosted at the Playhouse in the Park and is always the 3rd Wednesday morning of each month.

Please register at the door, online registration is now closed. If you have any questions please contact us at admin@gcpgc.org.
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