Westinghouse SURE:
celebrating over 30 years of volunteerism
with more than one million volunteer hours recorded.

Westinghouse SURE is a 501(c)3 non-profit organization. Westinghouse SURE, 641 Braddock Avenue, East Pittsburgh, PA 15112

View our policies by visiting the Policy Center located on the home page.

Westinghouse SURE Roundtable - July 14

  • 14-Jul-2021
  • 10:00 AM - 12:00 PM
  • ZOOM


Registration is closed

Fidelity Investments will be discussing a range of topics including; 1) Understanding of what is included in one’s Estate, 2) Federal Estate & Gift Tax Laws + State Law, 3) SECURE Act Impact, 4)Key Estate Planning Documents, 5) Wealth Transfer Strategies  - Bunching for example, 6) Ways to Give, 7) Tax Benefits, 8) QCDs, 9)Determining the best asset to give.

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