Family Investment Patnerships

Date: Wednesday, July 9, 2014
Time: 3:00pm - 4:00pm
Location: Kis Bank, North Atherton
Speaker: Panel

By popular request, Kish Bank will be hosting this upcoming webinar for your convenience: Limited seating is available. Please RSVP so that materials can be available.






You are cordially invited to attend the Kish Bank Estate Planning Webinar Sponsored by the National Association of Estate Planners Council, NAEPC, and the Centre Region Estate Planning Council,



“Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount)”



Wednesday, July 9, 2014


3:00 pm - 4:00 pm ET


Kish Bank Financial Center, North Atherton location


2610 Green Tech Drive, State College


To Dan Keane at 861-4660 x8277, or no later than Friday, June 30th




Expertise offered by: Paul S. Lee, JD, LL.M., AEP® (Distinguished) Nominee


About the program:

More info and program description to come.


About the speaker:

Paul S. Lee, JD, LL.M., AEP® (Distinguished) Nominee – more info to come.



This is a complimentary service hosted by Kish Bank. Seating is limited.


Also, mark your calendars for, “What Every Estate Planner and Fiduciary Needs To Know About the UTC.” July 15th, 2014 – 12:30pm,


Daniel Keane, CTFA, AEP

VP, Wealth Management Advisor & Trust Officer

KBankTg_296x74 (3)

O# 814.861.4660 x8277 | F# 814.861.5675 | C# 814.380.4405 |

2610 Green Tech Drive, State College, PA 16803


See Upcoming Event Calendar