BEPC Education Program - Charitable Giving

Date: Wednesday, January 25, 2023
Time: 7:00am - 10:00am
Location: TBD
Speaker: Andrew Bishop, CFA, CEPA

CFP CE 2 HOUR - pending

Sponsored by The Associated: Jewish Federation of Baltimore 

AGENDA
07:00 - 08:00 Breakfast and Networking (for those attending in-person)
08:00 - 10:00 Program

ABOUT THE PROGRAM: Charitable Giving

ABOUT THE SPEAKER: 

Andrew Bishop is an Associate Director in Bernstein's Washington, DC, office. As a member of the Wealth Strategies Group, he consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. These topics include planning for the sale of a business, managing executive compensation awards, trust and estate planning techniques, charitable planning vehicles, tax management strategies and investment management strategies for nonprofits. Andrew joined Bernstein in March 2011 as a Private Client Associate. He began working in the Wealth Strategies Group in 2014, serving as an Analyst and subsequently a Senior Analyst in 2016 before being appointed to his current role in January 2018. Prior to joining Bernstein, he worked at Morgan Stanley in New York as an Associate in their Equity Derivative Client Service Group. Andrew graduated from Purdue University in West Lafayette, Indiana, with a BS in accounting and a minor in finance. He is a CFA charterholder since 2012.

Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two educational meetings annually.

Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, January 20, 2023.

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