Dinner Meeting and Presentation | “Where Do We Go From Here? What Today’s Economy Can Tell Us About What’s To Come.”
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Dear Estate Planning Council Professional:
Please join the Berks County Estate Planning Council for another successful year by renewing your membership today. Attached you will find an invoice for your membership dues. Payment may also be made by visiting https://www.berkscountyepc.org/members/renewal.
Each year, our Council of Berks County holds five events throughout the season, including four presentations, networking events, and our holiday event. Our first event of the year will be held on Wednesday, October 19 with cocktails and networking from 5:30-6:30 p.m., followed by a short business meeting, dinner, and presentation with Marc Balcer, Senior Vice President, and Director, Investment Strategy, Girard, a Univest Wealth Division. The presentation topic will be “Where Do We Go from Here? What Today’s Economy Can Tell Us About What’s to Come.”
First-time guests are free. A $75.00 guest fee will be applied after the first visit. All guests must be accompanied by a current Berks County Estate Planning Council member.
A special THANKS to our meeting sponsor Univest Bank and Trust Co., Girard, a Univest Wealth Division.
On behalf of the entire Estate Planning Council Board of Directors, we look forward to seeing you at upcoming events.
Sincerely,
Bob
2022 - 2023 Leadership
President
Robert R. Kreitz, Esq.
Kreitz Gallen Schutt
Vice President
Tricia Salvatore Ludgate, CFP®
Sovereign Financial Group, Inc.
Secretary
Michael Dinan, CFP
Domani Wealth
Treasurer
Kim L. Ressler, CFP®, CTFA
Girard, a Univest Wealth Division
Immediate Past President
Sarah L. Rubright McCahon, Esq.
Barley Snyder
Board Member
Martin A Darocha, CPA
Board Member
Jennifer Nevins, Esq.
Stevens & Lee, PC
