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UPCOMING EVENTS

December 9, 2026

Berks County Estate Planning Council Presentation on Making Friends with the IRS

C. Robert Rice, Jr., ESQ, CPA, CVA, CGMA and Juliette Rice, MS, EA

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January 20, 2027

Berks County Estate Planning Council Presentation on Estate and Succession Planning for Business Owners in 2027

Andrew S. Rusniak, Esq.

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March 10, 2027

Berks County Estate Planning Council Presentation on AEP® Designation & Financial Planning for Clients with Alzheimer’s

Bronwyn L. Martin, CEO, PhD, MBA, ChFC®, CLU®, AEP®, CRPC™, CMFC™, CFS™, CLTC®, LACP®

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May 5, 2027

Berks County Estate Planning Council Presentation on Networking Reception

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