2014-2015 Executive Committee
President
Phyllis J. Harmon, CFP®
Vice President
Eric Blocher, CPA, CVA
Treasurer
Aaron Jackson, Esquire
Secretary
Joe Arthur, Executive Director
Immediate Past President
Richard A. Heeter, CLU, CFBS
Board of Directors
Accountants
Eric Blocher, CPA, CVA
Attorneys
Scott Mitchell, Esquire
Aaron Jackson, Esquire
Robert R. Church, Esquire
Mark D. Hipp, Esquire
Insurance and Financial Advisors
Richard A. Heeter, CLU, ChFC
Randall D. Kaufmann
Jonathan M. Williams, AEP®
Jessica Metz, Sr. Sales Mgr.
Trust Officers
Phyllis J. Harmon, CFP®
Angela Thompson, VP
Joseph A. Macri, VP
Stephanie Kleinfelter, Esquire
Related Professionals
Vicki Haake, Dir. Estate & Asset Services
John McHenry, Executive VP
Joe Arthur, Executive Director
Reservation Information
Advance Registration Required
Reservation Deadline: Feb. 20, 2015
Please Mail to: 1131 Sandpiper Ct.,
Mechanicsburg, PA 17050
$45.00 EPC Members and Guests
______
Name
______
Company Name
______
Guest(s) Name
______
Company Name
______
Name
______
Company Name
______
Guest(s) Name
______
Company Name
Enclosed is my check for $______.
Please reserve ______place(s) for the meeting of the Estate Planning Council of Central Pennsylvania, Inc. at the West Shore Country Club on Wed., February 25, 2015.
You’re Invite to our Annual
Hors D’oeuvres Social with a
Free Cocktail Hour, sponsored by
Plus special guest speaker from the NAEPC Speaker’s Bureau
Jordan Rosen, CPA, MST. AEP®
on
WEDNESDAY, February 25, 2015
Bring a guest and be entered to win our gift card drawing, plus guests attend at the member rate! GUESTS will be entered in a drawing for a FREE EPC MEMBERSHIP!
WEDNESDAY, February 25, 2015
West Shore Country Club
100 Brentwater Rd., Camp Hill, PA
5:30- 6:45 PM Free Cocktail Hour, Networking & Heavy Hors D’oeuvres!
6:45 – 7:30 PM Program
“Tax and Financial Considerations During a Time of Illness of a Family Member”
With special guest speaker for the NAEPC Speaker’s Bureau
Jordan Rosen, CPA, MST. AEP®National Speaker provided by NAEPC
Jordon N. Rosen,is the director of estate and trust services at the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, P.A.He is a frequent speaker on income, trust and estate tax topics and has published more than 100 articles on tax related topics both locally and nationally. Jordon currently serves on the executive committee of NAEPC and is also a board member and past president of the Chester County Estate Planning Council and the Estate Planning Council of Delaware.
WEDNESDAY, February 25, 2015
West Shore Country Club
100 Brentwater Rd., Camp Hill, PA
5:30- 6:45 PM ~ Extended Networking, Heavy Hors D’oeuvres, and a
Free Cocktail Hour
6:45 – 7:30 PM Program
$45.00 EPC Members and Guests
Questions? Call Melissa Simpson, Council Administrator at 717-317-9117 or email
Cancellations must be received by the Friday prior to the meeting.
Tucker & Meltzer Valuation Advisorsis a full service independent business valuation firm servicing the Baltimore, MD, South Central, PA and Washington, DC areas.
The firm’s partners have extensive experience and credentials in valuing privately owned businesses for some of the largest law firms and accounting firms in the Mid-Atlantic region. We have performed over 1,000 valuations for companies in many industries, reflecting our broad experience in accounting, finance, litigation services, valuation theory and capital transactions.
WWHO WE ARE
Homeland Hospice is comprised of highly trained, compassionate, caring individuals who provide the highest quality of care to patients and their families. Hospice care is normally provided in the home of the patient, for example: private home, assisted living facility, nursing home, or hospital.
WHAT IS OUR PHILOSOPHY
At Homeland Hospice, we work in a team approach to provide care to patients with a life limiting illness, encouraging patients and their families to live each day as fully as possible. Our focus is on symptom management, believing everyone has the right to die pain free while retaining their dignity.
WHAT ARE OUR SERVICES
Hospice services are tailored to meet the individual needs of the patients and their families. These services are provided by: physicians, registered nurses, medical social workers, certified home health aides, therapists, spiritual counselors, bereavement counselors and volunteers. We provide medical equipment, supplies and medications related to the hospice diagnosis. We also provide specialized therapies such as massage, music, pet, and “Pampered Care”.
WHAT IS HOMELAND HOSPICE
Our Privilege. Your Choice.
2300 Vartan Way, Suite 115, Harrisburg, PA 17110
(717) 221-7890