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

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

Join us for this lunch seminar, which will provide guidance on strategies for accumulating wealth, minimizing taxes, planning for retirement, and planning your legacy.

Thursday, June 1, 2017
Noon - 1:30 p.m.

Tickets are required for this seminar. Space is limited, so reserve your spot when you register for Reunion. Registration instructions are provided on your class web page.

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, Shahian 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.

2017

Reunion

Reunion 2017: June 1-2

Classes ending in 2 or 7, Reignite the curiosity you enjoyed as a student. Start planning to Reconnect with your classmates and Rediscover the campus during your Reunion in June.