Planning Ahead

Join your local Community Foundation for a presentation on the
Importance of Planning for the Future

 

RSVP TO KARRI HARTER BY SEPTEMBER 6

Complimentary Breakfast

[email protected]

570.752.3930, #6

Presented by Marianne Kreisher, Esq., CELA*

Attorney Kreisher will discuss the importance of open communication and collaboration between the investment advisor and attorney to achieve the best results for clients; well-drafted estate planning documents including power of attorneys, wills and trusts; understanding the lifetime and after death wishes of individuals; and examining the interplay of “gifting” on long-term care, taxes, and asset protection.

WEDNESDAY, SEPTEMBER 13, 2017
Bloomsburg University Monty’s, Upper Campus
Complimentary Breakfast 8:30am
Presentation 8:45am-10:00am

-OR-

WEDNESDAY, SEPTEMBER 20, 2017
Susquehanna University Benjamin Apple Meeting Rooms, Charles B. Degenstein Campus Center
Complimentary Breakfast 8:30am
Presentation 8:45am-10:00am

 

For more information, please contact:

Kara G. Seesholtz
Director of Donor Relations and Communications
[email protected]
570.752.3930, #4