Effective Charitable Giving Strategies Post OBBBA
Audrey Skiera |Northern Trust
1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided
Thank you to our Sponsor
7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program
As a Regional Wealth Advisor, Audrey Skiera engages in dialogue centered on best practices in designing comprehensive wealth planning strategies for affluent families and business owners. Audrey has extensive experience in the areas of wealth transfer planning, generational planning, business succession, philanthropy and estate administration.
Prior to joining Northern, Audrey was an attorney in private practice advising high net worth business owners, families and individuals on preserving and protecting wealth. After leaving private practice, she joined Credit Suisse Private Bank USA as a Senior Wealth Strategist collaborating with relationship managers to provide clients with wealth transfer and related planning strategies. From Credit Suisse Audrey joined MB Wealth Management as a Managing Director to lead the Wealth Strategy practice.
Audrey is a triathlete and an avid runner, completing the Chicago marathon to raise funds for the Leukemia and Lymphoma Society, Ann & Robert H. Lurie Children's Hospital Foundation and the Anthony Rizzo Family Foundation. She volunteers at Feed My Starving Children and is on the board of The Parent Council of her children's high school.
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.
PCAM: 668539
