Blog Post
Financial paths for busy executives
Terry McWilliams • Apr 09, 2021
PNC veterans survey the business landscape at April meeting
Directing a company's financial functions takes considerable effort. Every day's news seem to highlight another important trend to track.
For FEI Louisville's April 22 meeting, three veteran professionals from PNC review top financial topics and share their expertise on ways that executives can enhance their business's -- and their own - success.
Advisors Neil Byrne, Kristin Dunlevy and Jonathan Johnson will address:
• Investment solutions in a low interest rate environment
• Financial acumen and fiduciary investment plan education
• Retirement and estate planning strategies with tax considerations
• Prescriptions for financial wellness
Members can submit questions to the team in advance by emailing FEILouisville@gmail.com. Breakout rooms allow members to mix and socialize in a more intimate small group setting.
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