Wealth Management Seminars

The Chamber of Commerce for Greater Philadelphia
Mars Drinks Conference Center
200 S. Broad Street, Suite 700, Philadelphia, PA

Join Opera Philadelphia in discovering the best and latest trends in estate planning and philanthropy by attending one or both of these complimentary seminars. A boxed lunch will be provided between the two sessions.

RSVP by October 19. To RSVP or receive additional information, contact Mark Nestlehutt, Director of Planned Giving, at 215.893.5905 or nestlehutt@operaphila.org.

From Philanthropy to Social Investment: A New Way of Giving

The relationship between donors and nonprofits is changing rapidly. How best to be prepared?

10:30 am – 12 Noon

Avery Tucker Fontaine
Head of Strategic Philanthropy
BNY Mellon Wealth Management

Martyn S. Babitz, JD
Wealth Strategist
BNY Mellon Wealth Management

Charitable Giving—Income Tax and Estate Tax Considerations After the New Tax Act

Discuss the 2018 changes to tax laws and explore ways to enhance your finances by reducing taxes.

1:00 – 2:30 pm

Jane Scaccetti, CPA, JD, PFS
Shareholder/CEO
Drucker & Scaccetti

Ronald Beckman, CPA, JD, LLM
Chairman Emeritus, Special Consultant
Drucker & Scaccetti

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What can you give today that will make all the difference tomorrow? Be a voice for the future of a company, a city, and an art form by considering a planned gift to the Opera.