November 30, 2022

Estate Planning and Charitable Before Year-End (and Before 2026)

Philadelphia Chapter of Financial Planning Association



Brian Balduzzi, an associate in Faegre Drinker’s Philadelphia office, presented virtually to approximately 35 financial advisors in the Greater Philadelphia area about estate planning and charitable planning strategies and best practices to review and implement before year-end and before 2026. This program was hosted through the Philadelphia Chapter of the Financial Planning Association.

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