CCEPC February Past President's Dinner: Donor Advised Funds, Charitable Trusts & Private Foundations: What’s Best for Your Charitably Minded Client?

Date: Thursday, February 15, 2018
Time: 5:15pm - 7:30pm
Location: Hershey's Mill Clubhouse
Speaker: Robert P. Wermuth, CLU, ChFC, Legacy Planning Partners, Beth Harper Briglia, CAP, ChesCo Community Foundation, Jacqueline Motyl, Esq., Fox Rothschild, Cindy VanAmburgh, CAP, Vanguard Charitable

 Donor Advised Funds, Charitable Trusts & Private Foundations: What’s Best for Your Charitably Minded Client? 

Moderator: Robert P. Wermuth, CLU, ChFC, Legacy Planning Partners

 

 


Panelists: Beth Harper Briglia, CAP, ChesCo Community Foundation

 Jacqueline Motyl, Esq., Fox Rothschild

Cindy VanAmburgh, CAP, Vanguard Charitable

 

 

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