Mtg #2 - Joint with CCEPC/Panel Discussion

Date: Thursday, November 12, 2015
Time: 5:15pm - 8:00pm
Location: Mendenhall Inn
Speaker: Panel Discussion

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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?

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