Join us on January 22nd at 5:30 pm for part II of our Building Wealth series with PNC, this time focused on protecting what you’ve built and planning for what comes next.
Grace Petz, Vice President and Senior Fiduciary Advisor at PNC, will lead an approachable, real-world discussion on estate planning and legacy. Drawing on her background as an estate planning attorney, Grace will break down what it truly means to plan ahead. From understanding wills and trusts to navigating family dynamics, tax considerations and life changes with clarity and confidence.
This conversation is about more than documents; it’s about peace of mind, thoughtful preparation and ensuring your financial intentions are carried forward across generations.
Pull up a chair, pour a glass, and join us for an empowering conversation about protecting your wealth and honoring your values. This is planning with purpose…on your terms.
