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     2019 Lead Sponsor - York County Bar Association

 

Current Events

 

 

February 21, 2019

Tax Update 2019-Focus on the New Laws Effect on Charitable Giving

Speaker: Daryl J. Sidle, Esquire             Program Outline

Sponsor: The Financial Advisory Group

 

May 21, 2019

Fiduciary Income Tax Returns: What You Need to Know

Speaker: Scott Myers, CPA, CSEP    Program Outline   Handout Material

Sponsor: WellSpan York Health Foundation

 

September 12, 2019

Estate Planning: It's Not Just For The Rich & Famous

Speaker: Andrew G. Wallover, CLU, CLTC   Program Outline

Sponsor: Adam G. Saubel, ChFC, RICP, CLTC, Financial Advisor with Northwestern Mutual

  

November 19, 2019

How to Support Your Client in Times of Crisis

Speaker: Chaplain Ellen Doughty

Sponsor: CGA Law Firm

 

 

Robert G. Alexander 2019 NAEPC Webinar Series Schedule

 

 

 

Past Events

 

November 6, 2018

Long Term Care Protection Strategies

PowerPt Presentation & Handouts

 

  October 4, 2018

York Community Foundation Professional Advisors Breakfast and Program

Retirement Assets in First & Second Marriages: Let The Fun Begin

 

September 6, 2018

Donor Advised Funds as an Estate Planning Tool

 

 

 

 

 

 

 

 

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