How Much Is Enough: For Us, Our Family, and Charity?

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How Much Is Enough: For Us, Our Family, and Charity?

This lunch seminar will provide guidance on family and wealth issues, and strategies for minimizing taxes, planning for retirement, and leaving a legacy in this era of tax reform. Mary M. Shahian, CFP®, ChFC, CDFA™, and William G. Speciale, J.D., AEP®, from Daintree Advisors will lead the program.

Thursday, May 31
Noon-1:30 p.m.

New Research Building
77 Avenue Louis Pasteur

Presenters

Mary ShahianMary M. Shahian, CFP®, ChFC, CDFA™

Shahian is a partner at Daintree Advisors, joining the firm in 2010. She is a member of Daintree’s Divorce Consulting Practice and has extensive experience working with women in transition. With over 20 years of experience in wealth management, Mary, wife of David Shahian, MD 73, provides comprehensive investment and financial planning services with the goal of helping clients preserve and grow their wealth. 

William SpecialeWilliam G. Speciale, J.D., AEP®

Speciale is a partner at Daintree Advisors, joining the firm in 2012. Speciale has been advising high net worth individuals and families for over 25 years. In his role as senior client advisor, Bill provides objective, comprehensive financial planning and investment management to clients.

REGISTER TODAY!

To register, visit hms.harvard.edu/reunion and select your class page and select this event as your Thursday lunch choice when you register for your Reunion. 

If you have questions, or if you have already registered for Reunion and want to add this seminar to your existing registration, contact Tom McGinley at 617-384-8631 or thomas_mcginley@hms.harvard.edu.

2018

Reunion

Reunion 2018: May 31 - June 2Classes ending in 3 or 8, Reignite the curiosity you enjoyed as a student. Reconnect with your classmates and Rediscover the campus during your Reunion.

IMPORTANT

DATES 
  • May 23: Registration closes
  • May 31 - June 2: Reunion
  • June 30: Reunion class gift deadline