| THE HOUSEHOLD STEWARD REIMAGINED 02.08.22 12:00 PM – 1:00 PM ETBNY Mellon Wealth Management invites you to attend our monthly Probate & Pumpernickel virtual program.  Our February 2022 webinar features Thomas and Susan Tillery who will lead a discussion on when executed correctly, the unbundled virtual family office is able to execute a broad array of coordinated solutions across a variety of disciplines. VIRTUAL PROGRAM DETAILS Tuesday, February 8, 2022 12:00 PM – 1:00 PM ET FEATURED SPEAKERS Susan M. Tillery, CPA / PFS, AEP® (Distinguished) Thomas N. Tillery, CFP®, AEP® (Distinguished) Paraklete Financial, Inc. HOSTED BY Laura Kaplan Market President, Miami BNY Mellon Wealth Management TIPS FOR THE WEBINAR The webinar will begin promptly at 12:00 noon ET. Please log in five minutes before the start time. This course is approved by The Florida Bar for 1 CLE credit and The CFP Board for 1 CFP CE credit Your participation will be tracked via WebEx for CLE/CFP credit. You are required to stay logged in for the full 60 minutes. There will be time for Q&A following the presentation. You are encouraged to submit questions on this month’s topic ahead of the program to ProbateAndPumpernickel@bnymellon.com. RSVP WebEx participation details will be sent upon webinar registration. QUESTIONS? Please contact ProbateAndPumpernickel@bnymellon.com. BNY Mellon Wealth Management |
