|THE HOUSEHOLD STEWARD REIMAGINED|
02.08.2212:00 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
Susan M. Tillery, CPA / PFS, AEP® (Distinguished)
Thomas N. Tillery, CFP®, AEP® (Distinguished)
Paraklete Financial, Inc.
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
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.
Please contact ProbateAndPumpernickel@bnymellon.com. BNY Mellon Wealth Management