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Life Planning Seminar
March 14, 2018 @ 8:30 am - 10:00 am
Join us for a complimentary breakfast & life planning seminar
“Securing a Healthy Financial Future for You & Your Family”
Hosted by the AtlantiCare Foundation
Featured topics to include advance care planning, will and estate planning, the new tax law and what it means for you and your charitable giving, and the IRA charitable rollover.
Guest Panel Speakers:
Corrie Cristaldi, CPA, MST, of Friedman LLP
Richard Mairone, Esq., of Perskie, Mairone, Brog, Barrera & Baylinson
Benjamin Ott, AAMS, of Kingsview Asset Management
Shannon Patel, DNP, APN-C, AGPCNP-BC, CCRN, of AtlantiCare
This event is open to the public and includes breakfast.
AtlantiCare LifeCenter day passes available to attendees.
Register by March 11 online at
.
For questions call 609-407-2393 or julie.fink@atlanticare.org.