Financial, Estate and Retirement Planning Forum – Lancaster (Postponed)


featuring Michael Wiggins, Fulton Bank, N.A.; Kelly Trach, CFP®, CRPC®, The JKG Group at Morgan Stanley; Kim Carter Paterson, Esq., Russell, Krafft & Gruber, LLP; and Grace Nguyen Bond, Esq., Blakinger Thomas

Join us to ask local experts all of your financial, estate and retirement planning questions at our upcoming informational session. This is an informal session where you drive the content and come away with tips, tools and clarity about issues that matter to you.

If you’re unable to attend this session, we are offering a second session at The Ann B. Barshinger Hospice Center, 235 St. Charles Way, Suite 250, York on November 9 beginning at 8 a.m. featuring Sarah Young Fisher, CFP, ChFC, MSFS, CAP, CASL, CLU, RKL Wealth Management LLC; Ben Atwater, Atwater Malick; and Thomas Shorb, Esq., Stock and Leader Attorneys at Law.

As we are taking all necessary precautions for the health and safety of our patients and families, staff, volunteers and visitors related to the Coronavirus outbreak, this is postponed.

Click here to register


  • Event Date:

    November 2, 2019


    8:00 am - 12:30 pm


    The Essa Flory Center

    685 Good Drive
    Lancaster, PA