The Philadelphia Estate Planning Council’s DEI committee presents their annual Women’s History month event – Women and Wealth - Helping Women Craft Financial Legacies. This year we have put together a panel of distinguished peers to discuss the unique differences in the way that women think about wealth and estate planning. We will review 4 case studies about women in different life circumstances and discuss the ways that we, as estate planning professionals, can help them work through their needs and challenges to set themselves up for financial success. The panel will be represented by Jane Scaccetti, Phyllis Horn Epstein, Jillian Kukucka, Beverly Bernstein Joie, and moderating, Fareeha Arshad.

AGENDA

4:00 p.m. - 5:00 p.m.
Program

5:00 p.m. - 6:00 p.m.
Happy Hour & Networking