DELAWARE COUNTY ESTATE PLANNING COUNCIL

“The Year of the Client”

NOVEMBER 18, 2013 DINNER RESERVATION FORM

SPONSORED BY SUSAN BROWN & CAROL HERSHEY of GUARDIAN SERVICES/SENIOR CARE OF PA

PLACE: Towne House Restaurant, Veterans Square & Baltimore Pike, Media, PA

TIME: 5:15 to 6:00 p.m. Registration and Cash Bar

6:00 to 6:45 p.m. Dinner

6:45 to 7:45 p.m. Seminar/Program

TOPIC: Does Fair Mean Equal? How Purpose Conversations Resolve Family Dilemmas & Make Lives Richer

SPEAKER : Jay Cherney, Ph.D, Wealth Psychologist, Co-Founder and Facilitator, Wealth 360

------

The fair vs. equal dilemma is a minefield in family wealth and estate planning. Legal solutions alone may not prevent disaster because emotions in relationships ignite disputes. When families clarify their life purpose and communicate what matters most, inheritance decisions are more satisfying for everyone. Leading purpose conversations boosts client satisfaction, engages multiple generations and differentiates your practice from other estate planners.

Jay K. Cherney, Ph.D. is a psychologist with more than 30 years of experience as a clinician, facilitator, organization consultant, speaker and mediator. In all these roles he facilitates collaborative relationships. Jay’s delivered keynote speeches, developed training programs and consulted with organizations on conflict management, collaboration, teambuilding and resilience. He developed ‘Designing a Wealthy Life’, an in-depth life/wealth planning process for individuals and couples and co-founded Wealth 360, a peer learning group for high net worth entrepreneurs. Jay is co-author of “Appreciative Team Building: Positive Questions to Bring Out the Best of Your Team” (2004). He has worked with Johnson & Johnson, AstraZeneca, Novo Nordisk and the FDA, among others. Jay earned an M.S. in clinical psychology from Hahnemann University and a Ph.D. in counseling psychology from Temple University

RETURN THIS SECTION BY Thursday, November 14, 2013

------

PLEASE RETURN TO: D.C.E.P.C., P.O. BOX 2083, MEDIA, PA 19063

Please reserve ______dinner(s) for me and my guest(s) whose name(s) is(are)______.

(If bringing a guest, please include business info for name tag.)

My(Our) choice for dinner is: (For more than one attendee, please indicate individuals dinner choice.)

______Sirloin Steak ______Salmon Neptune ______Grilled Vegetable Ravioli

[ ] $35.00 for Estate Planning Council Members (dinner only)

[ ] $45.00 for Estate Planning Council Members registering after 11/14/13 (dinner only)

[ ] $45.00 for Non-Members of the Estate Planning Council (dinner only)

[ ] $60.00 for Estate Planning Council Members (includes dinner and CLE)

[ ] $70.00 for Non-Members of the Estate Planning Council (includes dinner and CLE)

[ ] $70.00 for Members of the Estate Planning Council registering after 11/14/13 (includes dinner and CLE Credit)

Print Member's Name ______Phone Number ______

Please contact Donna Willis for any additional information-Phone-610-565-3800 ext. 883, fax-610-892-6888, Email to Please visit our website: www.dcepc.org