Mtg #2 - Joint with CCEPC/Panel Discussion
ONLINE RESERVATIONS ARE NOW CLOSED
RSVP BY NOVEMBER 6, 2015
*** Payment due by November 12, 2015 ***
GUESTS: Check or Cash only. WE DO NOT ACCEPT CREDIT CARDS.
Event sponsor(s):
Albero, Kupferman & Associates, LLC
BNY Mellon Wealth Management
This Event is at the MENDENHALL INN - Joint with Chester County Estate Planning Council. If you are a member of both councils, please only RSVP to one of us. Thank you.
Cocktails 5:15 pm - 6:15 pm
Buffet Dinner/Presentation 6:15 pm
The following description has been copied from their site by permission:
Successful Collaboration Among Estate Planning Professions: Stories from the Trenches
Panelists
Carol Kroch, Wealth & Philanthropic Planning, Wilmington Trust
Peter Reitmeyer, Manning & Napier Advisors
Kathy Rickenbach, CTFA, Trust Officer, Susquehanna/BB&T
Jordon Rosen, CPA, Belfint Lyons & Shuman
Vincent Thomas, Esq., Young Conaway Stragatt & Taylor
Moderated by Samuel Stroud Jr., CFP, ChesCo EPC & Anthony Lunger, CTFA, DE EPC
Panel Topics
- What does an effective advisor collaboration look like?
- Why do advisors often fail to collaborate effectively?
- How can advisors help clients understand varying billing practices between advisors?
- What are key components of successful advisor collaboration?
- What are benefits of collaboration to the client? To the advisors?
