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Pitcairn Events

Transitions Spring

Session: Why a Will is Not Enough and Other Wealth Planning Secrets

April 18, 2024 (Tampa, FL)


Pitcairn’s Managing Director of Wealth Strategies Jennifer Proper and Managing Director and Head of Florida Jay Goetschius, will be presenting at Family Business Magazine’s annual Transitions Spring. They will discuss the potential pitfalls associated with trusts and estate planning and will also share practical tips on approaching and navigating challenging conversations with family members.


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