Home Campus Directory | A-Z Index

Free estate planning session offered

1/30/2013 —

As new tax laws take effect in 2013, confusion about just how much they will impact one’s financial future is rising. A new free information session at Penn State Lehigh Valley brings together local financial experts to discuss the topic, particularly in relation to estate planning. "For Your Future: Estate Planning in a Changing Fiscal Landscape" will be held from 2-4 p.m. on Friday, March 1 in room 135 at the campus in Center Valley. The event is free and open to the public but registration is requested to ensure space availability.

The session will begin with a panel of four experts offering their views and advice concerning financial and estate planning in uncertain economic times. A hospitality reception during which guests can interact one-on-one with panelists will follow.

Joining the panel are Judith A. Harris, Esq., estate and tax chair, Pa. office of Norris, McLaughlin and Marcus (formerly Tallman, Hudders and Sorrentino, PC); Todd S. Harvey, CFP, broker at Stifel, Nicolaus and Company, Inc.; Anthony S. Rachuba, IV, Esq., estates and trusts attorney at Fitzpatrick, Lentz and Bubba; and David B. Stork, Esq., senior wealth planning strategist for Wells Fargo. The panel will be moderated by Howard Kulp, of Howard Kulp Architects and member of the campus advisory board.

For more information, contact 610-285-5039. To register, call 610-285-5059 or visit www.lv.psu.edu/ce/seminar.


Email this story to a friend Facebook Twitter