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February 13, 2018

       Tax Law Update Program and Lunch

Sponsored by The Financial Advisory Group


May 15, 2018

Understanding 529 Plans and Associated Financial Aid Competencies

 Program and Lunch

Sponsored by Wilmington Trust


May 31, 2018

Mixer - Social & Networking with Leave A Legacy

Save the date!  Location info. soon!


September/October 2018

Donor Advised Funds and How Relates to Estate Planning

York Community Foundation Professional Advisors Breakfast and Program

Dates of both have yet to be determined


November 6, 2018

Long Term Care Overview Program and Lunch

Sponsored by




NAEPC Robert G. Alexander 2018 Webinar Series






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