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DTSTART:20171003T203000Z
DTEND:20171003T223000Z
LOCATION:Ramada Conference Center, State College
UID:1540420171003T203000ZEstate and Income Tax Strategies for Individual Retirement Accounts
DTSTAMP:20260622T023853Z
DESCRIPTION:\nCentre Region Estate Planning Council and\n \nCentre County Bar Association Present:\n \nEstate and Income Tax Strategies for Individual Retirement Accounts\n \n1 hour of Free CLE and CPE\n \n4:30pm - Tuesday October 3, 2017\n \nRamada Conference Center, State College\n \nFor many clients, the IRA is the most significant asset they own.  There are a number of planning opportunities and strategies to minimize taxes and maximize family wealth.  Often these strategies are assumed to be done by others.  What should you be talking with them about?  Hear from an attorney, financial adviser and CPA what is being done for our most savvy clients:\n \nDouglas C. Loviscky, Esquire, CPA – Loviscky & Associates\n \nMatthew D. Shetler, CFA, CFP – Merrill Lynch\n \nThomas Taricani, CPA/ABV,CVA, CEPA – Boyer & Ritter\n \nProgram Sponsored by Centre Foundation\n \nPlease RVSP by Friday September 29 to Christopher Carver at carverlawllc@gmail.com .  Council and Bar members who RSVP are granted free admission and a complementary drink.  All guests are $15.  Don’t miss this unique opportunity and sign up today!\n
SUMMARY:Estate and Income Tax Strategies for Individual Retirement Accounts - Centre Region Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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