Directors:

Brian Fields CFP®
(President)
RBC Wealth Management

Mark Mateya, Esq.
(First Vice President)
Mateya Law Firm

Von Jaymes
(Second Vice President)        
Orrstown Bank

Deborah Kelly, CPA
(Treasurer)
Greenawalt & Company, P.C.

Sharon Engle
(Secretary)
Messiah Village

Drew Wadsworth CFP®
Executive Planning Group

Aaron Jackson
Tucker Arensberg, P.C.

Donna Mullin, CPA
Boyer & Ritter

Phyllis Bowers
The United Methodist Stewardship

James McPherson,CFP®
M&T Bank

Jane Burke
(Immediate Past President)
M&T Bank
 
Melissa Goulet        
Council Administrator

 

Estate Planning Council of Cumberland County: Programs

Programs

Education -- Professional Development -- Networking
To encourage continuous improvement of the Estate Planning Community.

Our Quarterly Program

Online Reservation is Available Here.

--------------------------------------------------------------------------------

View Past Programs

 

Estate Planning Council of Cumberland County

P.O. Box 493 Carlisle, PA 17013 www.estateplanningcouncilcc.com

 2011 Membership Programs

Thursday, November 17, 2011    4:00p.m. – 5:30 p.m.

 

 

Carlisle Country Club

 

1242 Harrisburg Pike, Carlisle, PA

 

 

The Estate Planning Council Presents:

 

“An Inside Look at the Governor’s Office”

 

Come and learn more about:

 

  • The Workings of the Governor’s Office,

     

  • The Impact of Recent Initiatives and Mandates of the Federal Government,

     

  • The Administrations View on Estate Taxes in Pennsylvania ,

     

  • State Initiatives Which Could Affect Us, Our Clients and the Residents of the Commonwealth.

     

 

With guest speaker:

 

 

John M. Callahan

 

Deputy Director of Policy and Planning

 

Office of the Governor

 

Commonwealth of Pennsylvania

 

 

John Callahan is a Deputy Director of Policy and Planning for the Governor of Pennsylvania.  In his role, John coordinates and manages the Departments of Aging, Welfare, Insurance, Health, Banking, Revenue, Economic Development and Labor and Industry.   He is no stranger to Government having served as a lobbyist for the Pennsylvania Chamber of Business and Industry and The Pennsylvania Bankers Association.  These experiences along with his past work with local Economic Development Corporations and Local Chambers has taught him the affects of government on every day personal and business operations.  John’s new role in policy works to implement the Governor's vision and truly change the face of State government.

 

MEETING SPONSORSHIP AVAILABLE

 

 Carlisle Country Club

 1242 Harrisburg Pike, Carlisle, PA  

Please join us for networking and appetizers beginning at 4:00p.m.

 Our next meeting will be January 19, 2012.

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 MEETING RESERVATION

Members please RSVP via email to mag.goulet@comcast.net .  As a reminder if you have paid your annual membership dues there is no additional meeting fee.

Non-members:  $28.00

Estate Planning Council of Cumberland County

P.O. Box 493

Carlisle, PA 17013 

 


EPCCC, ©Estate Planning Council of Cumberland County, 2008. All rights reserved.
P.O. Box 493, Carlisle, PA 17013
Phone: 717-258-4844, Fax: 717-258-4844

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