FWA-NJ: Planning for the Modern Family Highlights

FWA-NJ presented a seminar on Planning for the Modern Family on November 17, 2016.  The event was hosted by RGP in Parsippany and organized by Jocelyn Seals, Director of Human Capital at RPG.

The panelists for the program were Mary Ellen Hancock, VP, Senior Wealth Strategist at PNC Financial Services in Bridgewater, and Vivian Loy, Senior Wealth Strategist at PNC Financial Services in Ridgewood.

(l-r): Speakers Vivian Loy and Mary Ellen Hancock flank the event's host.

(l-r): Speakers Vivian Loy and Mary Ellen Hancock flank the event’s host Jocelyn Seals, RGP Director of Human Capital .

Their program used case studies to address the issues and challenges of complex family structures.  In this open discussion program, the topics ranged from budgeting and cash flow to investment review and estate planning.  Many in the audience brought in their real life examples, and the panelists provided practical solutions and strategic advice.

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