Sep
20
September 20, 2018
11:45AM - 1:30PM
2018-09-20 11:45AM 2018-09-20 1:30PM America/New_York Probate and Pumpernickel Luncheon Sepetmber 20, 2108 BNY Mellon Wealth Management

Probate and Pumpernickel Luncheon Sepetmber 20, 2108

BNY Mellon Wealth Management
350 East Las Olas Boulevard, 1400
Fort Lauderdale, FL 33301

Joan Carin with BNY Mellon will present at the Probate and Pumpernickel luncheon on September 20,  2018 as part of the Probate and Pumpernickel luncheon Series

Joan Crain

Joan joined the firm in 2001 and has more than 25 years of experience working with large multi-national and multi-generational families. She specializes in cross border planning, business succession and family governance. She is frequently invited to speak to clients and professional groups such as the American Bar Association, the Hong Kong American Chamber of Commerce and numerous estate planning councils throughout the United States, Canada, the Middle East and Asia. She has recently been featured in various publications and broadcast media including The Wall Street Journal, Trusts & Estates magazine, the American Journal of Family Law and CNBC-Asia.

Joan received her MBA (Finance) from Rollins College, her Bachelor of Education from Queens University, and her Bachelor of Music from McGill University. She holds the designations of Certified Financial Planner, Certified Trust & Financial Advisor and the international trust and estate designation TEP.

Joan is past chair of the board of directors and current member of the investment committee for the Community Foundation of Broward. She was a founding contributor to The GCC Governance Code of the Family Business Council-Gulf. She is also on the Executive Committee of the Florida Bankers Association, and is a liaison between the Trust Division and the Florida Bar.

 

For further information for Joan Crain CLICK HERE


Category Tag(s): Probate-Pumpernickel