Vivian Loy

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Financial Advisor/Planner

PNC Wealth Management

257 E. Ridgewood Avenue

Ridgewood, NJ 07450

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Phone: 201-447-7736

Fax: 201-447-7756

Cell: 201-694-2126

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UPCOMING EVENTS

November 11, 2020

BDIT's and BDOT's..."The Beneficiary Defective Inheritor's Trust" and "The Beneficiary Deemed Owned Trust." What are they? How do they work? Concerns and Best Practices"

Edwin Morrow, J.D., M.B.A., CFP, CM&AA (Certified Mergers & Acquisition Advisor)

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November 18, 2020

Virtual Happy Hour

GNJEPC

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January 27, 2021

January Event

TBA

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National Association of Estate Planners & Councils

For Professionals
Guide To Teaming

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