Transferring Value and Values: The Role of Philanthropy in Creating Responsible Heirs

Event Date: 

Tuesday, September 12, 2017 - 11:30am to 1:30pm

Event Location: 

The Rivers Club

Presented by Peter D. Eberhart, JD, CFP

About the Presenter

Peter D. Eberhart, JD, CFP® is a Managing Director of Henry H. Armstrong Associates, Inc., and joined our firm in 2009.  Mr. Eberhart comes to our firm from BNY Mellon Wealth Management where he was a Senior Director and First Vice President, providing sophisticated wealth planning solutions to ultra-high net worth families.  Mr. Eberhart’s wealth planning background also includes several years as an attorney with K&L Gates, where he advised families and business owners in the areas of wealth transfer and philanthropy.  Mr. Eberhart earned a bachelors degree from the University of Pennsylvania in 1992 and a JD and MBA from Emory University in 1998.  He earned the Certified Financial Planner certification in 2004.  Prior to graduate school, Mr. Eberhart served as an officer in the US Navy