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
Thank You to Our Sponsors:
