Evergreen Wealth Solutions: Plan. Grow. Prosper.

Northcentral EPC Annual Meeting

Date: Tuesday, January 9, 2024
Time: 11:30am - 1:00pm
Location: Lowry Room @ JVB Library - 19 East 4th St., Williamsport, PA 17701
Speaker: Susan P. Rounds - Deutsche Bank Wealth Management

Join the Northcentral PA Estate Planners Council to kick off 2024 for our members!

  • Recap 2023 accomplishments
  • Review and vote on 2024 slate of officers as referenced above
  • Review current and future board of director membership
  • What's happening in 2024 - Review suggested program topics

This meeting will also include a discussion with Susan P. Rounds, the director of US Wealth Planning for Deutsche Bank Wealth Management, about high performance teaming and professional collaboration. A flyer will be included in members' invitation email with additional information.

This event is sponsored by financial advisor David Tanney with Edward Jones and is therefore FREE event for all. Lunch will be provided and we do ask you still register!

See Upcoming Event Calendar