Berks EPC Presentation: Wealth Transfer Planning in Uncertain Times

Date: Wednesday, October 7, 2020
Time: 12:00pm - 1:30pm
Location: Zoom Meeting (registration required to receive link)
Speaker: Stephen C. Target, CLU, ChFC, AEP, Partner, Newton One Advisors

Our first event of the year will be held virtually on Zoom on Wednesday, October 7, 2020 at 12 pm. Similar to our May event, this will include a presentation and virtual networking in small group breakouts.

The presentation topic is on Wealth Transfer Planning in Uncertain Times and will be presented by Stephen C. Target, CLU, ChFC, AEP, Partner, Newton One Advisors.

If you are interested in attending please register by using the link or contact Vivi Anthony, Administrator for the Berks County Estate Planning Council, at vivia@bccf.org or at 610-685-2225.

First time guests are free. All guests must be accompanied by a current Berks County Estate Planning Council member.  

NOTE:  Zoom link with instructions will be sent after registration and closer to the meeting.

This event will be sponsored by Steve Hofmann of New York Life.

 

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