Panel Discussion on "Year End Estate Tax & Financial Planning"

Date: Tuesday, September 28, 2021
Time: 11:30am - 1:00pm
Location: Williamsport Country Club

Join the Northcentral PA EPC for a lunch panel discussion at the Williamsport Country Club. Cost is $15/member and pre-registration is required. CE (continued education credits) pending.

Panel speakers include:

  • James Malee, Esquire- Malee Law Firm: James G. Malee, Esquire, is the founding attorney of the Malee Law Firm.  He has focused his law practice in the areas of Estate Planning, Elder Law, Estate Administration, Guardianship and Estate Related Litigation, since his admission to the Pennsylvania State Bar in 1990. 

  • David Tanney, CFP-  Edward Jones: David Tanney is a recent Certified Financial Planner (CFP) graduate. He has worked for Edward Jones since 2017 and works to develop strategies of planning to meet people's goals. 

  • Laura Smith, EA- Padgett Business Services: Laura Smith has been with Padgett Business Solutions for over 15 years and helps businesses through sharing tax knowledge to aid clients in resolving tax or compliance issues.  
     

Short presentation from an accredited estate planner from the Northcentral PA Estate Planners Council, Brian Pick. 

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