About the Event:

Ryan Szczepanik, Senior Wealth Strategist at BNY Mellon Wealth Management will discuss key considerations for individuals and families in selecting charitable giving vehicles in the current market and social environment. He will suggest how advisors and charitable organizations can help to facilitate the conversation with their clients and donors.

Agenda: Program and Q&A at 5-6 pm | Wine Reception at 6-6:30 pm

Thank you to BNY Mellon Wealth Management for hosting our meeting!

*On-line registration closes Monday 8/7 at noon. CLE, CFP, and CFRE applied.

About the Speaker:

Ryan J. Szczepanik
Senior Wealth Strategist, BNY Mellon Wealth Management

Ryan Szczepanik is a Senior Wealth Strategist with BNY Mellon Wealth Management. In this role, he works closely with wealthy families, key corporate executives, business owners, and their advisors to provide comprehensive wealth planning services. He supports the thought leadership and initiatives of the organization with respect to the delivery of services in the fields of trusts, estates, and financial planning.

Prior to joining BNY Mellon in 2021, Ryan was a Shareholder at the Bay Area trusts and estates law firm, Hartog, Baer & Hand, A.P.C., and an attorney at King & Spalding LLP in its San Francisco and Atlanta offices. He is a California Certified Specialist in Estate Planning, Trust, and Probate Law. He is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). In 2021, he served as the President of the East Bay Trusts & Estates Lawyers (EBTEL).

Ryan focuses on complex issues surrounding all areas of trusts, estates, and financial planning impacting wealthy families, key corporate executives, and business owners.

He received a bachelor’s degree in Economics from Amherst College; a JD from Emory Law School, where he received the Dean’s Award for Trusts and Estates; and a Certificate from the Harvard Law School Executive Education Accelerated Leadership Program.