Legacy Tree in Cross Creek Lobby

PNC Private Bank in partnership with the Charlestown Finance and Philanthropy Departments presents:

Safeguarding the Future, Step-by-Step for Yourself, Your Family and Your Legacy

Friday, May 10, 2024

11 AM

Auditorium

Limited seating. RSVP  by May 1 with Bette Holub in Philanthropy: 410-314-7958

Essentials of tax and estate planning
Gifting strategies
Considerations for how you own your assets
Investment & economic update