Please join us for an Estate and Financial Planning Seminar and Breakfast on Tuesday, December 10, 2024 led by JP Morgan Wealth Management professionals, Jordan Mayer, Managing Director, Financial Advisor and Lisa Siegel, Managing Director, Wealth Planner.This complimentary session (no products will be marketed) is sponsored by NJIT’s Office of Development and Alumni Relations.
Jordan and Lisa will provide an overview of income, gift and estate tax planning strategies that may help you alleviate your present and future tax liabilities.The informative seminar will also outline charitable giving vehicles to help you understand which options might be right for you to meet both your philanthropic and estate planning goals.
Seminar details are as follows:
Date: Tuesday, December 10, 2024 Time: 8:30 a.m. to 10:30 a.m. Location:Park Avenue Club,184 Park Avenue, Florham Park, NJ 07932
Space is limited and we ask that you register or contact Shannon Hardy. We are pleased to offer this seminar for our alumni community led by Jordan Mayer and Lisa Seigel and look forward to seeing you in December.
