Karen Drancik, Senior Vice President. Karen is a Business Development Advisor with the Neuberger Berman Advisor Institute and joined the firm in 2006. Previously, Karen was regional vice president and alternative investment specialist at Evergreen Investments, where she sold Hedge Fund of Funds, Private Equity, Managed Futures and Commodities funds. Karen has over 20 years of portfolio management and sales experience with firms such as Wachovia and Bank of America Capital Management. Karen received a BA in Political Science from the University of North Carolina at Chapel Hill.
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WIPN Pittsburgh | CE Credit: The Family Love Letter
December 5, 2023 @ 5:00 pm - 7:00 pm EST
FreeWIPN Pittsburgh is excited to host our next event at The Puttery in Pittsburgh's Strip District for an immersive mini golf experience wtih snacks, drinks, and a very special speaker, Karen Drancik from Neuberger Berman. Karen will join us to present on The Family Love Letter, an intergenerational wealth transfer program designed to help your clients in what is often a time of confusion. The program is designed to build alliances with attorneys, CPAs and other centers of influence, creating a forum to cross-pollinate referrals while opening the door to the next generation of wealth.
PLUS: This program will offer one CE credit for CIMA/CPWA and CFP!
We hope to see you there!
Event Speaker
We are grateful for our sponsors!
