Financial, Estate and Retirement Planning Resources
Get Peace of Mind…Secure Your Future
Financial, Estate and Retirement Planning Seminars
Now, more than ever, planning for your future is important! It’s never too late to start planning, preparing and saving. Hospice & Community Care, along with local experts, can help make the process easier from start to finish—giving you peace of mind and security for the future. Register today for this fall’s Financial, Estate and Retirement Planning Seminars.
Local experts will discuss income tax planning, charitable giving, retirement planning, Medicare and more. You will also have a chance to get your individual questions answered to help you prepare, manage and achieve your financial, estate and retirement goals. The seminars are free and open to anyone.
Sessions will be available in person at The Essa Flory Center in Lancaster or held virtually. Please note that the October 17 session will be held at The Ann B. Barshinger Hospice Center in York. To register, call Pat Cochrane at (717) 391-2456.
- October 4 at 12:00 noon
Common Misconceptions in Estate Planning
Presented by Grace Nguyen Bond, Esq., Blakinger Thomas, PC
- October 4 at 5:30 p.m.
Income Tax Planning—Before and During Retirement
Presented by Sarah Young Fisher, RKL Wealth Management, CFP®, ChFC®, MSFS®, CAP®, CASL®, CLU®
- October 6 at 12:00 noon
Retirement Income Planning: Tools and Strategies to Bolster Your Assets
Presented by Adam Saubel, Financial Advisor, CFP®, ChFC®, CLU®, RICP®, ChSNC®, CLTC®, Saubel Financial Affiliated with Northwestern Mutual Wealth Management Company
- October 17 at 12:00 noon
The Ann B. Barshinger Hospice Center, York Fundamentals of Estate Planning
Presented by Thomas Shorb, Esq., Stock and Leader Attorneys At Law
- October 18 at 5:30 p.m.
Best Vehicles for Your Charitable Giving
Presented by Ben Atwater, Atwater Malick
- October 19 at 12:00 noon
Getting Started with Medicare
Presented by Monique Scott, Health Insurance Specialist, Centers for Medicare and Medicaid Services
- October 5 at 12:00 noon
Social Security Pre-Retirement
Presented by Frank Magni, Public Affairs Specialist, Social Security Administration
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 firstname.lastname@example.org.