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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: Gifting Techniques; Tools and Techniques of Estate & Charitable Gift Planning; IRA & Retirement Plans as Part of Estate Planning; and Case Study of an Individual's Estate.
Registration will begin at 8:15 a.m., and the seminar will start at 9. A continental breakfast and lunch will be provided. The seminar will conclude at 4:15 p.m., with a "Charities in Action" presentation by Dr. Vicki L. Gillmore, Administrator, Health Care Services, which will include a tour of the Masonic Health Care Center.
The cost for this seminar is $25 per person. All attorneys, CPAs, and financial planners are welcome to attend the seminar. For reservations, RSVP by Friday, Sept. 22, to Mrs. Lori Seiders, Director, Organization, Development & Training at the Masonic Homes, by sending the information requested (see form) 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.
Address any questions to Lori Seiders at (717) 367-1121, ext. 33697 or, via e-mail: <<loris@masonichomespa.org>>.
Registration will be accepted on a first-come, first-served basis. Attendees will receive a confirmation and directions prior to the seminar. Copies of the registration form are acceptable for additional participants. |
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