Artificial Intelligence in Estate Planning

Date: Wednesday, September 18, 2024
Time: 1:30pm - 5:00pm
Location: DeSales University
Speaker: Ross Bruch

We are excited to announce our September presentation, "Artificial Intelligence in Estate Planning" by Ross Bruch. It will take place on September 18th, from 1:30-5:00, so mark your calendars. The event will take place at DeSales University with more details on room location to come.

 Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE. 

1:30 - 2:00 PM Registration

2:00-4:15 PM Program w/ Break

4:15 -5:00 PM Social Reception

As a Senior Wealth Planner in the Philadelphia office of Brown Brothers Harriman, Ross works with and advises successful individuals and business owners on the preservation, growth and transfer of wealth.

Prior to joining the firm in 2017, Ross was in private legal practice at a large Philadelphia law firm where he focused on estate and gift tax planning, tax-exempt organizations and closely held business succession planning.

In an effort to enhance his ability to help his clients and their families thrive, Ross recently obtained a master's degree in applied positive psychology from the University of Pennsylvania. Additionally, he received his B.A. from the University of Pennsylvania, where he graduated cum laude, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.

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