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DTSTART:20241119T140000Z
DTEND:20241119T150000Z
LOCATION:Walnut Room, UPMC Williamsport; 700 High St.
UID:2689320241119T140000ZSecure Act 2.0
DTSTAMP:20260411T102333Z
DESCRIPTION:\nJoin your local estate planning council on Tuesday, November 19, 2024 in the Walnut Room at UPMC Williamsport, located at 700 High Street in Williamsport, for a discussion on the Secure Act 2.0 hosted by Mark Huffman, whose bio is below.\n \nRegistration and breakfast will begin at 8:30 with the presentation beginning at 9. There is no fee for members to attend this event.\n \nCLE Credits will be offered for attorneys and CE credits for accountants are currently pending.\n \n \n \nMark Huffman has served as a dedicated Financial Advisor and wealth manager for over 30 years.\n \nIn January 2024, he was promoted to Resident Manager of the Williamsport Branch.\n \nMark’s commitment to giving back to the community is demonstrated by his community service. Currently he serves on the UPMC Susquehanna Health System Foundation board, the Economic & Community Growth Corporation of Lycoming County board, and the Harry Plankenhorn Foundation board.\n \nOriginally from Western Pennsylvania, after graduating from Clarion University with a Bachelor of Science finance, he moved to northcentral Pennsylvania thereby beginning his career.\n \nMark started his career by managing several regional bank trust departments for two decades. During this time, he graduated from the PBA Trust School at Bucknell University and ABA Graduate Trust School at Northwestern University.\n \nIn 2009, he left bank trust department management and started his wealth management practice at Merrill Lynch. Mark completed the three-year Professional Management Development program and worked there until 2017. During this time, he also obtained his Certified Financial Planner™ (CFP®).\n \nIn 2017, Mark moved his wealth management practice to Morgan Stanley where he is the Williamsport office branch manager and continues to serve high net worth individuals, families, and businesses.\n \nMark currently resides in Montoursville Pennsylvania with his wife Rebecca, and their three children Noah, Lily, and Andrew.\n
SUMMARY:Secure Act 2.0 - Northcentral Pennsylvania Estate Planners Council 
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DESCRIPTION:Reminder
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