Join us for an engaging and informative seminar with BNY Wealth Planning Strategist Jere Doyle designed to help you navigate the complexities of estate planning with confidence. August is Make-a-Will month and Jere will provide practical tools and expert insights to help you protect what matters most. Discover how to create a plan that reflects your values, supports your loved ones, and brings you lasting peace of mind.
Jere Doyle is an estate planning strategist for BNY Wealth and a senior vice president of BNY. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner.
