Retire Well, Can Your Clients? Can You?

Date: Thursday, June 4, 2015
Time: 1:00pm - 5:00pm
Speaker: Damian Dell'Oso, Nancy Ryan, Esq., Jessica Dahill

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  Dear MCEPC Members and Friends,

  The Montgomery County Estate Planning Council

  Presents…Our Annual Seminar

  Retire Well, Can Your Clients? Can You?

  When: Thursday, June 4, 2015, 1:00pm-4:30pm, followed

by Cocktails/Hors d'oeuvres from 4:30-5:30pm. Registration begins at 12:45pm

Where: The Montgomery County Community College College Hall (lower level)
link to the campus map:

Will offer attendees up to 3 hours of CE Credit for CLE, CPA, CFP, CTFA and PACE


• Damian Delloso, Transamerica Capital, Inc., “Social Security Claiming Strategies”
• Nancy Ryan, Esq., Blank Rome LLP, “Distributions from Qualified Plans”
• Jessica Dahill, Wells Fargo Wealth Management, “Why 70% of Widows fire their Advisors”


We are pleased to welcome our Sponsors:

Gold Sponsors:

• Montgomery County Community College
• The Philadelphia Foundation
• National Penn Investors Trust Company

Silver Sponsors:

• Foulkeways at Gwynedd
• Melmark
• Sierchio & Towsey CPAs LLP and The Sierchio Financial Group
• Samuel T. Freeman & Co.
• Diccianni Financial Group, Inc
• R.O.S. Center Pennsylvania
• Wouch Maloney & Co., LLP CPAs

We hope to see you there!

Please Feel Free to pass along to others you think may have an interest.




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