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NEW YORK COO/CFO/OPERATIONS PAG INVITES YOU TO
The Successful Woman's Guide to Estate Planning
Women in the US are expected to live to age 81, on average, and men to age 76.

Will your financial plan provide for your family and go the distance? Have you taken the appropriate steps to ensure you will care for your family and not outlive your assets?

Take a close look at your portfolio of investments and other assets, as you consider some of the challenges that women face in planning their estates in an interactive workshop, including:

- Preserving wealth, minimizing taxes and creating a legacy
- Strategies and options for annual gifts to young children and others
- The economics of providing care for aging parents and transitioning their property
- Protecting your assets in marriage and possible divorce
- Philanthropy, social responsibility and tax issues

Following the presentation, share your thoughts with attendees as you extend your network of colleagues over cocktails and hors d’oeuvres.
DATE
29 October 2019
TIME
5:30 PM Registration
6:00 PM Event Begins
The program will begin promptly at 6:00 PM ; please allow time to get through building security and to register before the event begins. Those arriving after registration has closed may not be admitted.
LOCATION
Elliot Management
40 West 57th Street, 4th Floor
New York , NY
PARTICIPANTS
Dina Friedman
J.P. Morgan
HOST
Elliot Management
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BIOGRAPHIES
Dina Friedman
Wealth Advisor, J.P. Morgan

Dina M. Friedman is a Wealth Advisor in the JPMorgan Prviate Bank. Ms. Friedman, a member of the U.S. Wealth Advisory practice, primarily covers the New York market, working with clients of the firm's Private Bank and their advisors to develop and implement estate planning and wealth transfer solutions. Ms. Friedman also has developed and delivered client and advisor educational programs on a variety of topics including philanthropic planning, estate planning lessons from notable celebrity estates, estate planning for art collectors, pre-transaction planning for closely-held busness owners and special issues affecting blended families. Prior to joining JPMorgan, Ms. Friedman was a Wealth Strategist at Merrill Lynch and a Trusts and Estates Consultant at UBS. Ms. Friedman also spent the first phase of her career as a practicing attorney, most recently with the law firm of Milbank Tweed Hadley & McCloy, LLP in New York where she gained extensive experience in innovative estate planning for wealthy individuals and families. She also has extensive experience in asset protection planning, probate practice and trust administration, and fiduciary representation. Before joining Milbank, Ms. Friedman was an associate at the law firms of Brauner Baron Rosenzweig & Klein, LP and Fried Frank Harris Shriver & Jacobson, LLP where she also practiced law in the Trusts and Estates group. Dina holds a J.D. from Yale University and a Bachelor of Science from Brooklyn College.
ABOUT
100 Women in Finance
100 Women in Finance's more than 15,000 members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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