Berks County Estate Planning Council -- Fall Dinner Presentation | William R. Blumer, Esq., presenting on the SECURE Act

Date: Tuesday, October 24, 2023
Time: 5:15pm - 8:00pm
Location: Reading Country Club, 5311 Perkiomen Avenue, Reading, PA 19606
Speaker: William R. Blumer, CELA (Certified Elder Law Attorney)

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Dear Estate Planning Council Professional:

We hope you had a great summer, and as we start our season, we encourage you to renew your membership with us and remain part of the Council joining fellow attorneys, accountants, trust officers, financial planners, insurance agents, planned-giving professionals, and specialists in related fields.

You can renew your annual membership of $175 today by using this link https://www.berkscountyepc.org/members/renewal or by downloading the attached invoice and submitting payment by check to Estate Planning Council, c/o Berks County Community Foundation, 237 Court Street, Reading, PA 19601.

This year, our Council is planning five events throughout the season in October, December, January, March, and May.

Our first event of the year will be held on Tuesday, October 24 at the Reading Country Club with cocktails and networking from 5:15-6:00 p.m., followed by a short business meeting, and dinner with our presenter William R. Blumer of Barley Snyder. The presentation topic will be on the “SECURE Act.” Please RSVP your attendance with your entrée selection by October 13. https://www.berkscountyepc.org/events/register/24800 

Our second event of the year and first-time debut will be a breakfast meeting which will be held on Wednesday, December 13 at the Berkshire Country Club starting with networking from 7:30 – 8:00 a.m. followed by a short meeting and program from 8:00-9:00 a.m. The speaker, presentation title and meeting location will be announced at a later date.

First-time guests are free and must be accompanied by a current Berks County Estate Planning Council member. A $75.00 guest fee will be applied after the first visit. 

If you wish to become a sponsor, please let us know by filling out the attached form.

In appreciation of your sponsorship, we are happy to offer you the following:

-“5-10” minute segment during your “sponsored event”

-One free guest

-Table provided at the event for promotional materials

-Sponsor is listed on the Berks County Estate Planning Council website and all meeting announcements.

On behalf of the Board of Directors, we sincerely hope that you renew your membership and consider becoming a sponsor. 

We look forward to seeing you.

Tricia

Tricia Ludgate

President 2023-2024

 

 

Related Document(s):

See Upcoming Event Calendar