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DTSTART:20151112T221500Z
DTEND:20151113T010000Z
LOCATION:Mendenhall Inn
UID:1214420151112T221500ZMtg #2 - Joint with CCEPC/Panel Discussion
DTSTAMP:20260422T183811Z
DESCRIPTION:\nONLINE RESERVATIONS ARE NOW CLOSED\n \nRSVP BY NOVEMBER 6, 2015\n \n*** Payment due by November 12, 2015 ***\n \nGUESTS:  Check or Cash only.  WE DO NOT ACCEPT CREDIT CARDS.\n \nEvent sponsor(s):\n \nAlbero, Kupferman & Associates, LLC\n \nBNY Mellon Wealth Management\n \n \n \nThis 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.\n \n \n \nCocktails 5:15 pm - 6:15 pm\n \nBuffet Dinner/Presentation 6:15 pm\n \n \n \nThe following description has been copied from their site by permission:\n \nSuccessful Collaboration Among Estate Planning Professions: Stories from the Trenches\n \n \n \nPanelists\n \nCarol Kroch, Wealth & Philanthropic Planning, Wilmington Trust\n \nPeter Reitmeyer, Manning & Napier Advisors\n \nKathy Rickenbach, CTFA, Trust Officer, Susquehanna/BB&T\n \nJordon Rosen, CPA, Belfint Lyons & Shuman\n \nVincent Thomas, Esq., Young Conaway Stragatt & Taylor\n \nModerated by Samuel Stroud Jr., CFP, ChesCo EPC & Anthony Lunger, CTFA, DE EPC\n \n \n \nPanel Topics\n 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?
SUMMARY:Mtg #2 - Joint with CCEPC/Panel Discussion - Estate Planning Council of Delaware, Inc. 
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