Directors:

 James McPherson, CFP®
(President)
 M & T Bank

 Jane Burke
(First Vice President)
M&T Bank

Mark Mateya, Esq.
(Second Vice President)

Creedon Hoffman, CPA
(Treasurer)
Greenawalt & Company, P.C.

Sharon Engle
(Secretary)
Messiah Village

Drew Wadsworth CFP®
Executive Planning Group

Brian Fields, CFP®
Smith Barney  

Hubert X. Gilroy
Martson Law Offices

Donna Mullin, CPA
Boyer & Ritter

William Daugherty
American Funds

Marci Trainor
Executive Planning Group

Von Jaymes
Orrstown Bank

William Davidson, CLU
(Immediate Past President)
Davidson & Velencia
 

Karen Tomassone Administrative Coordinator

 

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

 2010 Membership Program

 Thursday, September 16, 2010     3:30p.m. – 6:00p.m.

 Carlisle Country Club

 1242 Harrisburg Pike, Carlisle, PA

 The Estate Planning Council Presents:

 Exit Strategies

"What do I need to consider before I hand over the keys?" 

Attending this program will count for 2 Hours of CFP, CE Insruance and CPA credit for PA

 Sponsored by The Turnbridge Group of RBC Wealth Management

  with guest speaker:

 Michael Cherewka

 The Law Offices of Michael Cherewka 

Mike is a graduate of Bucknell University (B.S.B.A., Accounting, cum laude) and The Dickinson School of Law (J.D., cum laude).  Mike began his career in the Tax Department of Ernst & Whinney in 1981, and has been in private practice since 1983.  Mike is also a member of the Wealth Counsel.

 

He has spoken frequently on a national and regional level, and has taught programs for many companies, such as Prudential, Morgan Stanley, RBC Wealth Management and many more.  He is a contributing author to a Matthew-Bender Treatise, Pennsylvania Taxes, and to Strictly Business, a book explaining planning strategies for small businesses.

 

 

 

Mike and his wife, Michele, reside in Hampden Township, along with their three children, Michael, Matthew and Meaghan.

 Please join us for networking and appetizers at 3:30 p.m.

 Cash Bar

 Menu:

Baked Brie en Croute with Raspberry and Caramelized Almonds

Tropical Fruit Display with Crystallized Ginger Yogurt Sauce

 

Sun-dried Tomato Hummus with Crisp Potato Skins

Chilled Seafood Bar with

Oysters on the Half Shell, Gulf Shrimp, Marinated New Zealand Mussels and

Chipotle Orange Lobster and Scallop Ceviche

Shredded Beef Empanadas with Pico de Gallo

Jerk Chicken Skewers with Rum Glaze and Papaya Relish

Artichoke and Kalamata Olive Tartlet

 =============================================

MEETING RESERVATION

Estate Planning Council                                                  Members:        $15

of Cumberland County                                                    Nonmembers: $28

P. O. Box 493

Carlisle, PA 17013

Enclosed is my check for  $                    .    Please reserve                      place(s) for the meeting of the

Estate Planning Council of Cumberland County at the Carlisle Country Club, Thursday, September 16, 2010.

Name: _________________________

Name: _________________________

Name: _________________________

Please return by Friday, September 10, 2010.

 


EPCCC, ©Estate Planning Council of Cumberland County, 2008. All rights reserved.
P.O. Box 493, Carlisle, PA 17013
Phone: 717-240-4562, Fax: 717-240-4559

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