PRE-REGISTRATION FOR THIS PROGRAM IS NOW CLOSED. WALK-IN REGISTRATIONS WILL BE PERMITTED AT THE EVENT.
BRING A GUEST FOR FREE TO THE FEBRUARY MEETING
In an effort to introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the February luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.
"Preparing the Next Generation for What’s Ahead"
Often families are concerned with the impact of the wealth transfers on their children and grandchildren, but don’t know how and when to start preparing them. Now that the lifetime gift exemption has increased, the issue is of even greater concern. This session will review the generational dynamics at work and offer practical steps to engage the rising generations in discussions about transfer strategies, values and intent.
Donna Trammell is Director of Family Wealth Stewardship at Bessemer Trust. In this role, she leads next generation initiatives, working directly with clients to customize financial education curriculums, design and facilitate multigenerational family meetings, and help families make decisions about shared assets. She also leads the firm’s Next Gen Client Advisory Council and annual Next Gen Client Workshop. Previously, she led the firm’s Marketing team.
Prior to joining Bessemer, Donna worked in the private client group at Goldman Sachs. Before that, she held client relationship management positions at BBDO, Young and Rubicam, and Grey Advertising.
She is a noted speaker on the topic of raising good stewards of wealth and has been quoted in such publications as The Wall Street Journal and Worth magazine. Donna is certified as a family business advisor (FFI) and multigenerational facilitator (21/64). She regularly volunteers to teach financial literacy to teens from low-income households.
Donna earned a B.A. in history and English from Colgate University.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
This meeting is being sponsored by
Click here to download a printable registration form.
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
