seminar

semres

On Thursday, May 25, the Grand Lodge of Pennsylvania, through the Masonic Homes, will host a seminar for attorneys, CPAs, and financial planners at the Masonic Conference Center, Masonic Homes, Elizabethtown.

The information-packed agenda will include presentations by the following firms: Mette, Evans & Woodside; Stevens & Lee; and Waddell & Reed Financial Services. The topics will include:

checkBasic Gifting Techniques

checkBasic Tools and Techniques of Estate and Charitable Gift Planning

checkIRA and Retirement Plans as Part of Estate Planning

checkCase Study of an Individual's Estate

Registration will begin at 8:15 a.m., and the seminar will start at 9 a.m. A continental breakfast and lunch will be provided. The seminar will conclude at 4:15 p.m., after a "Charities in Action" presentation by Dr. Vicki L. Gillmore, RN, Ph.D., N.H.A., Administrator, Health Care Services, which will include a tour of the Masonic Health Care Center.

The cost for this seminar is $25 per person (a Masonic affiliation is not required). Applications for CEU credits have been made for legal, accounting and financial planning professionals; however, approvals had not yet been given as of this writing. Print this page, complete, and RSVP by Thursday, May 11, to Mrs. Lori Seiders, Manager, Organization, Development & Training at the Masonic Homes, by sending the information requested, along with a check made payable to "Masonic Homes", or a credit card number to: Lori Seiders, Masonic Homes, One Masonic Drive, Elizabethtown, PA 17022, Fax: (717) 361-5300. Please address any questions to Lori Seiders by calling (717) 367-1121, ext. 33697 or, via e-mail: <<loris@masonichomespa.org>>

Attendees will receive a confirmation and directions prior to the seminar. Please make copies of the registration form for additional participants.

menu