The University of Texas at San Antonio & J.P. Morgan Private Bank present

Tax Smart Giving

Kerry K. Ugarte
Wealth Advisor, J.P. Morgan Private Bank, Central Texas

Q&A moderated by
David K. Alvarez, CFP®
J.P. Morgan Private Bank, Central Texas

Thursday, August 27, 2015
Hors d’Oeuvres and Discussion
5:00 – 6:30 p.m.

Club Giraud
707 N. St. Mary’s Street
San Antonio, TX 78205

PLEASE RSVP to Carolyn Lowery at 210-458-4154
or carolyn.lowery@utsa.edu
Seating is limited

 

JPMorgan Chase & Co. and its subsidiaries do not render accounting, legal or tax advice. Estate planning requires legal assistance. You should consult with your independent advisors concerning such matters.