Greater Cincinnati Planned Giving Council -Conversation & Coffee

Wednesday, July 19, 2017
The Playhouse in the Park, Eden Park, Cincinnati, Ohio

Topic: Wealth Strategy for the Modern Family

As a Wealth Strategist for PNC Wealth Management, Jaki Boyer works with a vast majority of families with relationships that have yet to be contemplated by state and federal laws. For example, demographic data suggests as many as 4 out of 5 families no longer fit the model of mom, dad, two kids and a white picket fence. These families, including the blended family, unmarried couple, and the same-sex couple, deserve out-of-the-box strategies to be certain that each relationship within the family unit is protected appropriately. Together, we will uncover the myriad of issues facing the Modern Family.

Conversation includes:

  • What types of relationships comprise the Modern Family? Story time!
  • Contemplating Marriage? Let's weigh the rights, benefits and obligations.
  • What are some of the creative estate & financial planning solutions?