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Financial Roundtable - March 14

  • 14-Mar-2019
  • 10:00 AM
  • Comfort Inn, 699 Rodi Road, Penn Hills, PA 15235


Registration is closed

Tony Pratt, Partner - Riverview Wealth Partners, will discuss “Transition Planning” including topics such as: 1) Protecting Assets for Incapacity “Theirs and Yours”, 2) Trust Utilization - More than Just a Power of Attorney is Needed, 3) When is it time to “Hand Over the Keys” and 4) Preparing the Next Generation for their Inheritance.

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