finplan

The Masonic Homes will conduct the fourth round of its popular Financial Planning Seminar in six convenient locations across Pennsylvania this Fall. A number of timely topics will be discussed including estate planning, wills, trusts, and the role of philanthropy in achieving important personal and charitable objectives. As in previous years, each seminar will begin at approximately 10:00 a.m. and run until 12:00 noon. Light refreshments will be available prior to the seminar beginning at 9:30 a.m. A complimentary luncheon will be provided immediately following the seminar.

Seminar dates and locations include the following:

October 17
Bel-aire, Erie

October 18
Greater Pittsburgh Masonic Center, Pittsburgh

October 23
Holiday Inn, Allentown

October 24
Holiday Inn, King of Prussia

November 8
Masonic Conference Center, Elizabethtown

November 9
Caldwell Consistory, Bloomsburg

finplancSeminar discussions in Allentown, King of Prussia, Elizabethtown, and Bloomsburg will be led by Bros. Thomas Toscani, Esq., and William Kingsbury, Esq. They are partners in the law firm of Peck, Young & VanSant which provides legal counsel to the Grand Lodge of Pennsylvania and its charities. Raymond C. Vogliano, Esq. of the law firm of Eckert Seamans Cherin and Mellott, LLC will assist in leading the seminar in Pittsburgh and Scott L. Wallen, Esq. of the law firm of Quinn, Buseck, Leemhuis, Toohey & Kroto, Inc. will assist in leading the seminar in Erie. Also participating at all locations will be Bros. Alvin Blitz, Chief Director of Gift Planning, and John McFadden, Director of Gift Planning - East Region.

Attendance at each seminar is limited to 50 persons. There is no charge to attend. You are encouraged to make your reservation today by printing this page and returning the registration form or by telephoning the Office of Gift Planning toll-free at 1 (800) 599-6454. Directions and a schedule will be forwarded to all participants.

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