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UID:1155420150604T170000ZRetire Well, Can Your Clients? Can You? 
DTSTAMP:20260404T103748Z
DESCRIPTION:    \n\n  \n  Dear MCEPC Members and Friends,\n \n  The Montgomery County Estate Planning Council\n \n  Presents…Our Annual Seminar\n \n  Retire Well, Can Your Clients? Can You?\n \n  When: Thursday, June 4, 2015, 1:00pm-4:30pm, followed\n \nby Cocktails/Hors d'oeuvres from 4:30-5:30pm. Registration begins at 12:45pm\n \nWhere: The Montgomery County Community College College Hall (lower level)\n link to the campus map: http://www.mc3.edu/about-us/directions-and-maps/map-cc\n \nWill offer attendees up to 3 hours of CE Credit for CLE, CPA, CFP, CTFA and PACE\n \nSpeakers:\n \n• Damian Delloso, Transamerica Capital, Inc., “Social Security Claiming Strategies”\n • Nancy Ryan, Esq., Blank Rome LLP, “Distributions from Qualified Plans”\n • Jessica Dahill, Wells Fargo Wealth Management, “Why 70% of Widows fire their Advisors”\n \n \n \nWe are pleased to welcome our Sponsors:\n \nGold Sponsors:\n \n• Montgomery County Community College\n • The Philadelphia Foundation\n • National Penn Investors Trust Company\n \nSilver Sponsors:\n \n• Foulkeways at Gwynedd\n • Melmark\n • IKOR\n • Sierchio & Towsey CPAs LLP and The Sierchio Financial Group\n • Samuel T. Freeman & Co.\n • Diccianni Financial Group, Inc\n • R.O.S. Center Pennsylvania\n • Wouch Maloney & Co., LLP CPAs\n \nWe hope to see you there!\n \nPlease Feel Free to pass along to others you think may have an interest.\n  \n \n    \n\n
SUMMARY:Retire Well, Can Your Clients? Can You?  - Montgomery County Estate Planning Council of PA 
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