November Luncheon~"Uses of Life Insurance in Estate Planning Post-American Taxpayer Relief Act”
Reconnect with your peers at the Estate Planning Council’s
Luncheon on
Tuesday, November 18, 2014
“ Uses of Life Insurance in Estate Planning Post-American Taxpayer Relief Act”
With special guest
Anthony J. Mento, CFP®
CEO of Life Brokerage, LLC
Bring a guest and be entered to win our gift card drawing, plus guests attend at the member rate! GUESTS will be entered in a drawing for a FREE EPC MEMBERSHIP for 2014-15!
“Uses of Life Insurance in Estate Planning Post-American Taxpayer Relief Act”
Life insurance in Estate Planning prior to 2012 was predominately used as means to fund estate tax payments. With the passage of the American Taxpayer Relief Act and the increase of the Estate & Gift Tax Exemptions, that has changed dramatically for most estates. Come to this meeting and learn about:
- Current Trends,
- Policy review opportunities,
- Trust owned life insurance,
- Life insurance in business succession, and
- Cash flow/income planning.
Tuesday, November 18, 2014
11:30 AM – 12:00 PM Networking
12:00-12:45 PM Lunch
12:45 – 1:15 PM Program
West Shore Country Club
100 Brentwater Rd., Camp Hill, PA
$45.00 EPC Members
& First-Time Guests
$65.00 Non-members
Questions? Call Melissa Simpson, Council Administrator at
717-317-9117 or
email mis.simpson@icloud.com
Special Thanks to Our Meeting Sponsors
United Way of the Capital Region
717-732-0700
Who We Are and What We Do
United Way of the Capital Region works year-round to improve lives in Cumberland, Dauphin and Perry counties. We do this by identifying the most pressing community needs, finding solutions to those needs and demonstrating how these solutions are making a difference.
At United Way of the Capital Region, we focus on health, education, income and basic needs because these are the building blocks for a better life for us all. We help support more than 80 programs and services to create solutions to the needs in our community. We also launch our own initiatives and partner with local organizations and corporations to keep pace with our ever-changing community.
Goodwill Keystone Area Foundation
Yourgoodwill.org/foundation
John McHenry 717.525.6206
jmchenry@yourgoodwill.org
Mission
To support persons with disabilities and other barriers to independence in achieving their fullest potential as workers and as members of the broader community.
Goodwill helps persons with disabilities as well as people who are at an economic disadvantage, or may lack education or work experience. Additionally, we provide job skill training to youth and seniors
