Print Page | Contact Us
March 26, 2019 Center City CE Study Group Lunch 'n Learn
Tell a Friend About This EventTell a Friend
 

3/26/2019
When: Tuesday, March 26, 2019
12:00 PM
Where: Wescott Financial Advisory Group
30 S. 17th Street, 12th Floor
Philadelphia, PA  19103
United States
Contact: Chris Stewart
215-295-0729

« Go to Upcoming Event List  

 
Please join us for a Center City CE Study Group Lunch n' Learn                                                                                                                          REGISTER HERE
 
"Essentials of Estate Planning and Elder Law"
presented by
Brittany Tedesco, Esq., Senior Associate,  
Bratton Estate & Elder Care Attorneys 
 
This presentation will set forth the goals and importance of estate planning and elder law; what estate planning does and its effect on seniors, family, and taxes and how it influences long term care goals.  Attendees will be able to analyze a client situation to determine how to better help their clients. Topics to be covered include:
  • Key Elements of the Estate plan
  • Issues to be concerned with when planning your estate
  • How to plan for Long Term Care
NOTE:  One hour of CFP® CE approved.. 
 
We hope you will attend.  There is no fee to attend, but pre-registration is required.
 
This is a bring your own lunch (available for purchase in the lobby of the building) and refreshments will be provided at the event.

REGISTER HERE

 

FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us