Financial, Estate and Retirement Planning Resources

Now, more than ever, planning for your future is important! It’s never too late to start planning, preparing and saving. Check out these financial, estate and retirement planning resources to help you get started and have your questions answered. These videos, which were part of our community education seminars in October 2020, feature local attorneys, financial planners and a healthcare professional providing the most up-to-date information on advanced care planning, wills, powers of attorney, retirement funds, the SECURE Act, investment strategies and long-term care planning.

Back to Basics: Wills and General Powers of Attorney
presented by Nancy Mayer Hughes, Esq., Barley Snyder LLP and Kristine Eveler, Esq., Eveler & DeArment LLP

Investment Strategies and Annuities: Tips and Trends
presented by Sarah Young Fisher, CFP, ChFC, MSFS, CAP, CASL, CLU, President Emeritus, RKL Wealth Management and Ben Atwater, Atwater Malick

Advanced Healthcare Planning: Health Care Powers of Attorney, Living Wills and a Medical Perspective on Getting the Care You Want
presented by Thomas Shorb, Esq., Stock and Leader Attorneys At Law and Thais Magill, M.D., Hospice & Community Care

Understanding the SECURE Act and its Implementation on Planning
presented by Sarah Young Fisher, CFP, ChFC, MSFS, CAP, CASL, CLU, President Emeritus, RKL Wealth Management and William Onorato, Senior Wealth Management Strategist, RKL Wealth Management

Beneficiaries: Transfer on Death Beneficiaries, Designation Forms and Retirement Funds
presented by John Stoner, CPA, CVA, RKL Business Consulting Services Group and Grace Nguyen Bond, Esq., Blakinger Thomas

For information on how to including Hospice & Community Care in your financial and estate planning, CLICK HERE or contact Amy Lewis, Director of Philanthropy, at (717) 433-6886 or alewis@hospicecommunity.org.