CCEPC November Dinner

Date: Thursday, November 12, 2015
Time: 5:30pm - 8:00pm
Location: Mendenhall Inn, 323 Kennett Pike. Route 52 Chadds Ford, PA 19317
Speaker: Carol Kroch, Peter Reitmeyer, Jordon Rosen, CPA., Vincent Thomas, Esq.

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CCEPC November Dinner will be held on November 12th, 2015. Joint Meeting with DEPC at Mendenhall.

Click HERE to register for this meeting

JOINT SESSION WITH
DELAWARE ESTATE PLANNING COUNCIL & CHESTER COUNTY ESTATE PLANNING COUNCIL

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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