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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.

Details

Date:
September 25
Time:
8:30 am - 11:00 am

Organizer

Tracy Zihmer, JD

Venue

Southpointe Golf Club
360 Southpointe Blvd
Canonsburg, PA 15317 United States
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