President, Samuel J. Bressi
LancasterCounty Community Foundation
24 W. King Street, Suite 201, Lancaster, PA 17603
717.397.1629 x102
Vice President, Charles F. Blumenstock, Jr. Esquire
Blumenstock Legal Advisors, PC
255 Butler Avenue, Lancaster, PA 17602
717.533.5197
Treasurer
Christopher C. Ginder, CFA® VP, Portfolio Manager
Kuntz Lesher Capital LLC
1800 Fruitville Pike, PO Box 8408, Lancaster, PA 17604
Secretary
Andrew G. Wallover, CLTC, Managing Director
Northwester Mutual Financial Network
280 Granite Run Drive, Suite 100, Lancaster, PA 17601
Board of Directors
Karen B. Meck, MT
KBM Consulting, LLC
228 N. Duke Street, 1st Floor, Lancaster, PA 17602
717.435.8144
Andrew S. Rusniak, Esquire
McNees Wallace & Nurick, LLC
570 Lausch Lane, Suite 200, Lancaster, PA 17601
717-581-3704
Melissa D. Wissler
Susquehanna Trust & Investment Co.
1570 Manheim Pike, PO Box 3300, Lancaster, PA 17604
717-735-2554
Angela Ducker, CPA, CGMA
McKonly & Asbury
4800 New Holland Ave., Ste 7202, Lancaster, PA 17602
717-735-3288
Jason MacCombie, CPA
Walz Group
2929 Lititz Pike, Lancaster, PA 17606
717-392-8200
Immediate Past President
Robert J. Walter, CPA/PFS, CFP®
PNC Wealth Management
101 North Pointe Blvd, POB 3822, Lancaster, PA 17604
Council Administrator
Melissa Simpson, 717.317.9117
1131 Sandpiper Ct., Mech., PA 17050
Lancaster County Estate Planning Council
2015-16 Membership Program
Thursday, September 24, 2015 ~ 4:00–5:30 p.m.
4:00-4:45 ~ Heavy Hors D’oeuvres & Cocktail Hour
1st Cocktail is FREE!!
4:45-5:45~Speaker
Lancaster Country Club, 1466 New Holland Pike, Lancaster, PA
Join us for a Panel Discussion, networking, appetizers and Cash Bar at 4:00.
"Truth in Costs of Retirement Facilities and
How to Plan for it."
- What do my clients need to know heading into a retirement facility?
- Pitfalls I can help clients avoid when entering a retirement facility.
- See the forestandthe trees of the financial commitments your clients are making.
- What type of paperwork and documentation will my clients be expected to turn over to the retirement community?
- Is Long Term Care insurance a good investment for my client who is heading into a retirement community?
Program Moderated by: Vance E. Antonacci, Esq.
With Special Guest Panelists:
Scott Summy, Corporate Dir. of New Business Development, Willow Valley Living
Christina Gallagher, Marketing Liasion,
St. Anne's Retirement Community
Steven F Bell, CFP, ChFC, Personal Wealth Advisory, LLC
Steven J Reiter,President and CEO
New Dawn Christian Community Services
Special Thanks to our meeting sponsors:
Please return the form below with your check payable to the Lancaster County EPC by September 21 2015.
If you must cancel, please call Melissa Simpson before Monday September 21 at 717.317.9117.
Membership Reservation
Enclosed is my check for $______.* Please reserve ______place(s) for the Meeting of the
Lancaster County Estate Planning Council, at the Lancaster Country Club on Thursday, September 24, 2015.
Please remit to:Cost per person:
Lancaster County Estate Planning CouncilMember:$30.00
C/o Melissa Simpson1st Time Guests:$30.00
1131 Sandpiper CourtRepeat Guests:$40.00
Mechanicsburg, PA 17050
Advance Registration Required
Reservation Deadline:September 21, 2015
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Member NameGuest(s) Name(s)
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Company NameCompany Name