Events

Estate planning is a conscious set of choices with multigenerational implications beyond the purely financial. We believe planning should be approached thoughtfully and intentionally as a tool to move towards an individual’s or family’s vision of success. While the scheduled sunset of federal estate tax exemptions at the end of 2025 is spurring interest in the subject, rushed planning is often bad planning and taxes shouldn’t be the only catalyst for action.

Join us this June for a webinar series featuring Pathstone Managing Director Jim Coutré and Chief Fiduciary Officer Scott Weaver, who will share their experiences over the years working with clients from the family dynamics and fiduciary perspectives, respectively. Jim and Scott will explore common obstacles to thoughtful estate and wealth transfer planning and how to address them while considering family values and purpose, planning strategies, and tactics and implementation.

JUNE 5: Family Values and Purpose ✔

JUNE 12: Planning Strategies ✔

JUNE 18: Tactics and Implementation

Please note, you must register in order to attend. Upon registration you will receive a confirmation email with information on how to join. Please register for each session individually. A video replay will be distributed to all registrants. 

RIA Intel and the RIA Institute hosted the Annual RIA Intel Awards. Executive Managing Director of Pathstone, Kenneth Hart CFA^® , led the discussion “Stand Out in a Crowd: How to Create a Unique Value Proposition to Clients” during breakfast.

Pathstone Director, Taddy Barnhill, spoke at Fidelity’s ‘Growing Your Practice with Charitable Planning’ webinar on June 6^th.

Pathstone is a proud sponsor of the Western Philanthropy Conference hosted by Clark Nuber. This event is an opportunity for foundations and individuals to go deeper into the world of charitable giving.

Pathstone’s Rachele Bouchand and Katherine Pease spoke and moderated panels during the event while other team members were present at the Pathstone booth engaging with attendees!