**JUST ANNOUNCED ~ Any NEW member joining the council by February 25, 2016 can attend the February 25, 2016 meeting for FREE!!

Join Now Here!  Or join online under the Membership tab above.

 

You’re Invite to our Annual Hors Doeuvres Social with a

FREE Cocktail Hour beginning at  4 pm THURSDAY, February 25, 2016

Business Succession Planning and Funding”

With special guest speaker:

Stephen O. Kroeger, CLU, HIA, MBA

Senior Director, Advanced Sales

Crump Life Insurance Services

Bring a guest and be entered to win a FREE EPC Meeting!

GUESTS attend at the member rate and will be entered in a drawing for a FREE EPC MEMBERSHIP for 2015-16!

THURSDAY, February 25, 2016

4-6pm

West Shore Country Club

100 Brentwater Rd., Camp Hill, PA

Business Succession Planning and Funding”

  • Choosing the appropriate Buy sell agreement based on the structure of the business.
  • Pros and Cons to the different types of Buy Sell agreements.
  • Making the other family members in a family held business whole

Stephen O. Kroeger, CLU, HIA, MBA

Senior Director, Advanced Sales, Crump Life Insurance Services

As Senior Director of Advanced Sales with Crump Life Insurance Services, Steve Kroeger is responsible for the development of advanced sales within all of Crump’s field offices and their various national accounts. He is dedicated to supporting the advanced sales and marketing needs of Crump’s top producers. While business continuation planning is Steve’s primary area of expertise, he also has extensive experience in estate planning and related advanced sales topics. He has spoken and provided continuing education credit to various professional organizations including the annual convention of the Pennsylvania Institute of Certified Public Accountants, Public Accountants, the Palm Beach Financial Symposium, and numerous local branches of the FPA and NAIFA as well as both the Florida and Pennsylvania NAIFA state conventions.

In addition, he has had a number of articles published in industry trade journals including the Journal of Financial Service Professionals, Life Insurance Selling, InsuranceNewsNet, and the Agent Sales Journal among others. Before joining Crump, Steve worked in the home office marketing departments of two industry-leading insurance companies. He graduated cum laude from The Pennsylvania State University earning a BA in International Politics and Economics and his MBA with a concentration in Finance. He is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors (NAIFA), and the Association for Advanced Life Underwriting (AALU) where he serves on the Issues Alliance and Brokerage General Agencies Task Force.       

Questions? Call Melissa Simpson, Association Manager at
717-317-9117 or email EPCCentralPA@gmail.com


MEMBERSHIP:  Our Council consists of 140 members from various disciplines including accountants, attorneys, insurance and financial advisors, trust officers and other related professionals.  Our members meet four times per year for networking and an educational seminar on current estate planning topics. All meetings are held at the West Shore Country Club, Camp Hill, PA.  To join our Council, please complete our membership form or contact Melissa Simpson, Association Manager, for more information at 717-317-9117 or  EPCCentralPA@gmail.com.