Marshall, Parker & Weber's 17th Annual Professional Update
Location the Genetti Hotel, 200 West Fourth St. Williamsport, Pa 17701
register by phone at 321-9008
Join us for our May meeting in conjunction with…
Marshall, Parker & Weber's 17th Annual Professional Update
Wednesday, May 1, 2013
7:30 AM - 12:00 PM
The Genetti Hotel - 200 West Fourth St. Williamsport, PA 17701
Registration is FREE. Register online or by calling 321-9008
Stop by the Estate Planner’s Council exhibit table for your chance to win a gift basket!
CEUs Available For:
Attorneys: 2 Credits provided free by Marshall, Parker & Weber
Accountants: 2 Credits provided free by the Northcentral PA Estate Planner's Council and ParenteBeard (pending)
CFPs: 2 Credits provided for $15.00 by the Northcentral PA Estate Planners Council
Hot Topics for Members Include:
The Annual Elder Law Update – a quick update on all the legislative and regulatory changes since last year. A few of the topics will include the Affordable Care Act, Fiscal Cliff Deal, revisions to the POA law (Senate Bill 1092) and updates to PA Inheritance Taxes.
Using an Irrevocable Life Insurance Trust for Estate AND Long-Term Care Planning - Many financial advisors use Irrevocable Life Insurance Trusts (ILITS) to plan for their high-net worth clients. But, in today's economic climate, an ILIT can be a flexible tool in a variety of circumstances. Listen in to this session for real world examples and "what if" planning techniques that can help you guide your clients. You will also learn the "nuts and bolts" of ILITS and walk away with some useful practice tips.
View the whole agenda and more about our speakers online.
Melissa Bottorf
Director of Marketing & Business Development
Marshall, Parker & Weber
The Leaders in Elder Law & Estate Planning for Over 30 Years
Williamsport, Jersey Shore, Wilkes-Barre, Scranton
49 East Fourth Street
Williamsport, PA 17701
Fax: 1-866-712-4327
mailto:mbottorf@paelderlaw.com
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