Where wealth meets what matters

Beneficiary IRA Program Panel

Date: Wednesday, October 21, 2026
Time: 8:30am - 10:00am
Location: FCFP Philanthropy Center, 201 W. 4th Street, Williamsport, PA
Speaker: Jesse Cornell, CFP, David Tanney, CFP, AAMS & Romey D. Fagnano, CPA

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Please join us for insights from Jesse Cornell, CFP, David Tanney, CFP, AAMS & Romey D. Fagnano, CPA about beneficiary IRAs.

8:30am Networking & Light Breakfast

9:00am-10:00am Presentation

 

One continuing education credit will be available for CPAs.

     This credit is generously sponsored by the First Community Foundation Partnership of Pennsylvania

One continuing education credit for attorneys is pending.

Non-Member registration for this event is $75.00 and includes an Estate Planners Council membership for 2026.

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