14th Annual Hirschler Professional Advisors Seminar
The 14th Annual Hirschler Professional Advisors Seminar, presented by the Bon Secours Richmond Health Care Foundation, is scheduled for September 25, 2019, at the Weinstein JCC.
Jere Doyle will present, “How to Optimize the Tax Benefits of Charitable Gifts.” Jere is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.