Transfer on Death Account - issues and answers
Centre Region Estate Planning Council - Membership Meeting
Date: Wednesday, June 8, 2016
Time: 4:30 pm - 5:30 pm, cocktail hour to follow on the terrace weather permitting
Location: Ballroom at Toftrees Golf Resort, One Country Club Lane, State College, PA 16803
RSVP: Chris Carver at firstname.lastname@example.org by June. 1, 2016
Transfer on Death Account Issues & Answers. A Panel and Member discussion
Panelist: Larry Mroz from PNC Wealth Management, Cristin Long from McQuaide Blasko, and Kevin McGarry from Urish Popeck & Co.