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