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DTSTART:20210928T153000Z
DTEND:20210928T170000Z
LOCATION:Williamsport Country Club
UID:2154720210928T153000ZPanel Discussion on "Year End Estate Tax & Financial Planning"
DTSTAMP:20260411T105143Z
DESCRIPTION:\nJoin 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.\n \nPanel speakers include:\n  \nJames 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. \n   \nDavid 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. \n   \nLaura 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.  \n  \n  \nShort presentation from an accredited estate planner from the Northcentral PA Estate Planners Council, Brian Pick. \n \n[CLICK HERE FOR THE EVENT FLYER](/assets/Councils/NorthcentralPennsylvania-PA/userContent/files/September%20Flyer%20Final.pdf)\n
SUMMARY:Panel Discussion on "Year End Estate Tax & Financial Planning" - Northcentral Pennsylvania Estate Planners Council 
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