Estate Planning for Younger Couples / Individuals and Estate Planning for Retirees
September 25 @ 8:30 am - 11:00 am
Our panelists will discuss two important topics and their experiences with each. The first hour will address Estate Planning for Younger Couples and Individuals. The panelists will provide an overview of the documents to look out for, the provisions to be included in a client’s estate planning documents and some pitfalls that occur when planning for this demographic. The same issues will be covered in the second hour, but instead will be focused on retirees.
The panelists for this program are:
Amy Rees, JD, Sherrard, German and Kelly, PC
Matt Rak, JD, Metz Lewis Brodman Must O’Keefe, LLC
Christine Pikutis-Musuneggi, CRPC, CLTC, LACP, The Musuneggi Financial Group
Dan Sklenka, RHU, Hurley Associates
Tracy Zihmer, JD, Zihmer Law Firm
2 CFP, 2 CLE and 2 PA Insurance credits granted for this meeting.