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DTSTART:20140212T200000Z
DTEND:20140212T210000Z
LOCATION:Kish Bank, North Atherton
UID:1026520140212T200000Z"HOw Collaborative Teams Work and Why They are Essential for High Net Worth"
DTSTAMP:20260507T221017Z
DESCRIPTION:\n~~\n \n\n 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, centreregionepc.org.\n \nTopic:              "How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients"\n \nDate:               Wednesday, February 12, 2014\n \nTime:               3:00-4:00\n \nLocation:         Kish Bank, North Atherton\n                         2610 Green Tech Drive, State College\n \nRSVP:             To Dan Keane at 861-4660 x8277, or daniel.keane@kishbank.com no later than Tuesday, February 11, 2014\n \nExpertise offered by: Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) / AEG Financial Services\n Program moderated by Paul S. Viren, CLU®, ChFC®, AEP®\n About the program:\n The more complex the wealth, the more sophistication is required of each advisor. It is not possible for one individual or even one firm to have the ability and skill to advise regarding investments, taxes, wealth transfer, business succession, risk management, family wealth issues, valuations, philanthropic strategies and the interrelationship between them all. This presentation will focus on how to form and focus superb estate planning teams that will serve the best interests of clients.\n \nThis program is suitable for all levels of knowledge and is a complimentary service sponsored by Kish Bank. Seating is limited.\n \n \n \nDaniel Keane, CTFA, AEP\n VP, Wealth Management Advisor & Trust Officer\n \n \n 2610 Green Tech Drive, State College, PA 16803\n \nO# 814.861.4660 x8277; F# 814.861.5675; C# 814.380.4405\ndaniel.keane@kishbank.com\n \n \n
SUMMARY:"HOw Collaborative Teams Work and Why They are Essential for High Net Worth" - Centre Region Estate Planning Council 
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