Family Investment Patnerships
By popular request, Kish Bank will be hosting this upcoming webinar for your convenience: Limited seating is available. Please RSVP so that materials can be available.
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: |
|
||
|
Date: |
Wednesday, July 9, 2014 |
||
|
Time: |
3:00 pm - 4:00 pm ET |
||
|
Location: |
Kish Bank Financial Center, North Atherton location |
||
|
|
2610 Green Tech Drive, State College |
||
|
RSVP: |
To Dan Keane at 861-4660 x8277, or daniel.keane@kishbank.com no later than Friday, June 30th |
Expertise offered by: Paul S. Lee, JD, LL.M., AEP® (Distinguished) Nominee
About the program:
More info and program description to come.
.
About the speaker:
Paul S. Lee, JD, LL.M., AEP® (Distinguished) Nominee – more info to come.
This is a complimentary service hosted by Kish Bank. Seating is limited.
Also, mark your calendars for, “What Every Estate Planner and Fiduciary Needs To Know About the UTC.” July 15th, 2014 – 12:30pm,
Daniel Keane, CTFA, AEP
VP, Wealth Management Advisor & Trust Officer
O# 814.861.4660 x8277 | F# 814.861.5675 | C# 814.380.4405
daniel.keane@kishbank.com | www.kishbank.com
2610 Green Tech Drive, State College, PA 16803
