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DTSTART:20151112T223000Z
DTEND:20151113T010000Z
LOCATION:Mendenhall Inn, 323 Kennett Pike. Route 52 Chadds Ford, PA 19317
UID:1158820151112T223000ZCCEPC November Dinner
DTSTAMP:20260530T102317Z
DESCRIPTION:\nCCEPC November Dinner will be held on November 12th, 2015. Joint Meeting with DEPC at Mendenhall. \n \nClick [HERE](https://dnbweb1.blackbaud.com/OPXDONATE/AddDonor.asp?cguid=D7AFB222-ED1F-48E5-84C7-A44AF995DA19&sTarget=https%3A%2F%2Fdnbweb1%2Eblackbaud%2Ecom%2FOPXDONATE%2Fdonate%2Easp%3Fcguid%3DD7AFB222%252DED1F%252D48E5%252D84C7%252DA44AF995DA19%26dpid%3D10637&sid=45C4B030-CC92-4313-978B-100CDBA9E321) to register for this meeting\n \nJOINT SESSION WITH\nDELAWARE ESTATE PLANNING COUNCIL & CHESTER COUNTY ESTATE PLANNING COUNCIL\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? \n \n \n \n
SUMMARY:CCEPC November Dinner - Chester County Estate Planning Council 
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