Financial & Estate Planning including High Interest Rates

Date: Wednesday, September 21, 2022
Time: 5:00pm - 7:30pm
Location: The Bucks Club
Speaker: Jonathan Lander - PNC

It seems that one cannot turn on the television these days without hearing breathless commentary about inflation.  While it is true that interest rates have risen, have they risen sufficiently to impact our clients’ estate plans?

Our September program will take a look at rising interest rates, where rates are today, and how today’s interest rates may impact interest rate sensitive estate planning techniques.  Also, while discussing interest rate sensitive planning techniques, the program will touch on a few relatively current events where things went awry.

See Upcoming Event Calendar