Reconnect with your peers at the Estate Planning Councils Luncheon on Tuesday, April 26, 2016

Join us for a Panel Discussion  

Starting the Family Sustainability Process and Endowing It”

With special guest panelists:

John Dame, Dame Management Strategies

&

Thomas C. Rogerson, Senior Managing Director & Family Wealth Strategist,

Wilmington Trust

 

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

1st time GUESTS attend at the member rate and will be entered in a drawing for a FREE EPC MEMBERSHIP for 2016-17!

Join us Tuesday, April 26, 2016

11:30 AM

West Shore Country Club

100 Brentwater Rd., Camp Hill, PA

to learn more about

 

Starting the Family Sustainability Process and Endowing It”

  • Where to begin and where not to begin
  • Making it permanent
  • Collaboration:  Most clients want it, but don’t have it

11:30 AM – 12:00 PM    Networking

12:00-12:45 PM            Lunch

12:45 – 1:15 PM                        Program

Tuesday, April 26, 2016 @ 11:30 am

West Shore Country Club

100 Brentwater Rd., Camp Hill, PA

$45.00 EPC Members

& First-Time Guests

$65.00 Non-members

 

Special Thanks to Our Meeting Sponsors

Joe Arthur

Central Pennsylvania Food Bank

Executive Director

717.564.1700

jarthur@centralpafoodbank.org

The Central Pennsylvania Food Bank’s mission is “Fighting hunger, improving lives, strengthening communities”.  Our organization began on the first World Food Day in 1981 and became a permanent operation on October 16, 1982.  The Food Bank is a 501(c)3 non -profit organization registered as tax-exempt with the IRS and is a top financial performer within the Feeding America national network of more than 200 food banks.  More than 75% of our funding comes from private donations and our Food Bank has a 4-star rating from Charity Navigator.

The Food Bank is a complex operation, comprised of 56 dedicated staff members, an engaged volunteer Board of Directors, over 3,000 volunteers annually, warehouses in Harrisburg and Williamsport, and a fleet of 14 trucks. We provide efficient service to our emergency food network of over 700 pantries, soup kitchens, shelters, senior centers, and children’s programs in 27 counties. In 2012, the Food Bank distributed nearly 22 million pounds of food, the equivalent of more than 18 million meals, with an approximate wholesale value of $35 million.

and

www.wilmingtontrust.com

Managing wealth is not an independent process. It takes strategic advice and integrated service from the right mix of professional advisors. At Wilmington Trust, we help advisors throughout Pennsylvania develop truly customized wealth management solutions for clients with multi-faceted needs. Through this collaborative environment built on mutual respect, you have access to the specialized expertise your clients require—from the partner you can trust.

Call Jonathan Williams

Private Client Advisor 717-255-2145

 


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.