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: http://www.mc3.edu/about-us/directions-and-maps/map-cc
Will offer attendees up to 3 hours of CE Credit for CLE, CPA, CFP, CTFA and PACE
Speakers:
• 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
• IKOR
• 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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