CPAFE Monthly Meeting

  • September 04, 2013
  • 7:30 AM - 9:00 AM
  • Giant Super Foods Community Room, 3301 Trindle Road, Camp Hill, PA 17011
  • 28

Registration


Registration is closed

CPAFE'S September Meeting

Wednesday, September 4, 2013

7:30am - 9am

7:30 am - Coffee, Breakfast & Networking
8:00 am - Welcome & Introductions
8:05 am - Sponsor
8:10 am - Speaker Presentation
8:45 am - General Membership Meeting

Business & Estate Planning - Overriding the Government's Plans for Your Assets

SPEAKER: Kathleen Gingrich 

Learn what documents are necessary for wealth management and an effective estate plan and the purposes and functions of each document.  Learn what items pass by way of your WIll and what does not and why those distinctions are critical to managing your estates and its assets.

Kathleen recently joined the Law Offices of Peter J. Russo, P.C.  Formerly, she was with Daley Zucker Meilton Miner & Gingrich, LLC.  As counsel, she serves her clients in a myriad of diverse substantive fields, including transactional and litigation related matters.  She also helps clients with wealth management and estate planning.  Kathleen prides herself on cost effectively and pragmatically handling her clients affairs.

SPONSOR: easyStreet Insurance Services, Brenda Florida
easyStreet Insurance Services is the best choice for individuals and small groups looking for insurance options. We recognize that everyone has unique insurance needs. easyStreet works with recognizable health insurance carriers like Aetna, Blue Cross and HealthAmerica to find you the coverage you need. And we're more than just health insurance. easyStreet brings you other options like dental, life and disability coverage from numerous providers.



TABLE SPONSOR: Roof Advisory Group, Lindsay Owens

Roof Advisory Group is an independent fee-only investment management and financial planning firm. They are in their 15th year of providing bottom-line results and disciplined investment management with unwavering integrity for their select clientele.



TABLE SPONSOR: Making Strides Against Breast Cancer

My name is Dani Lavetan and I am the event manager for the Making Strides Against Breast Cancer walk in Harrisburg. Making Strides is a non-competitive 5k fundraiser that raises money to enable the American Cancer Society to provide services for patients and valuable research dollars to various institutions.

We have our annual walk coming up on October 19th 2013 at City Island. Iā€™m reaching out to see if you would be willing to distribute event brochures at an upcoming meeting with your fellow networking group members. This could good opportunity for your group to do something in the community together. Also ā€“ you may have cancer survivors, or family members of cancer survivors, in your group who could be looking for something to do in honor of the people know impacted by this disease.

A few highlights about our event:
o No team or individual registration fee
o No minimum amount of fundraising required
o Fundraising can be done online and its super easy!
o It is not a race. Each walker can decide how much or how little they choose to walk






 

       

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