"HOw Collaborative Teams Work and Why They are Essential for High Net Worth"
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You are cordially invited to attend the Kish Bank Estate Planning Webinar Sponsored by the National Association of Estate Planners Council, NAEPC, and the Centre Region Estate Planning Council, centreregionepc.org.
Topic: "How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients"
Date: Wednesday, February 12, 2014
Time: 3:00-4:00
Location: Kish Bank, North Atherton
2610 Green Tech Drive, State College
RSVP: To Dan Keane at 861-4660 x8277, or daniel.keane@kishbank.com no later than Tuesday, February 11, 2014
Expertise offered by: Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) / AEG Financial Services
Program moderated by Paul S. Viren, CLU®, ChFC®, AEP®
About the program:
The more complex the wealth, the more sophistication is required of each advisor. It is not possible for one individual or even one firm to have the ability and skill to advise regarding investments, taxes, wealth transfer, business succession, risk management, family wealth issues, valuations, philanthropic strategies and the interrelationship between them all. This presentation will focus on how to form and focus superb estate planning teams that will serve the best interests of clients.
This program is suitable for all levels of knowledge and is a complimentary service sponsored by Kish Bank. Seating is limited.
Daniel Keane, CTFA, AEP
VP, Wealth Management Advisor & Trust Officer
2610 Green Tech Drive, State College, PA 16803
O# 814.861.4660 x8277; F# 814.861.5675; C# 814.380.4405
daniel.keane@kishbank.com
