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A Sensible Approach to Planning Your Estate< Back to events list
Richard K. Konkel
Free Dinner Seminar
- Date: Wednesday, October 21, 2009
- Seminar: 6:00 p.m.
- Location: Great American Saloon, 20 Dairyland Square, Red Lion, PA
- Presenters: Richard K. Konkel
Event Description:
Richard K. Konkel will discuss :
- Understanding probate and estate administration which taxes will your estate be subject to and how to best plan to minimize taxes.
- Why do estate planning? What documents are needed in all situations, life and death.
- How best can I provide for family and charities after I'm gone?
Mark Strategos will discuss :
- The power of Managed Accounts
- How to customize your investments
- Have your own investment policy statements
- The benefits of Tax Harvesting
- The benefits of Active Management
To register for this seminar, please contact Toby at 717-848-4900 no later than October 19, 2009.
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