The Delaware County Estate Planning Council has finalized our 2025/2026 program schedule. Registration is now open:
https://lnkd.in/etFvJNWj
We're pleased to begin the year with Robert Kron, CFP and Managing Director of Advisor Education at Nuveen, presenting on Social Security optimization strategies.
For those interested in attending the full season, we're offering a 10% discount on annual membership for registrations completed before our September 9th meeting. Full schedule below.
September 9, 2025 HOW TO GET THE MOST OUT OF SOCIAL SECURITY
Robert Kron, CFP. Nuveen Managing Director of Advisor Education
October 14, 2025 PA DIRECTED TRUST ACT & WHAT IT MEANS FOR YOU & YOUR CLIENTS
C. Thomas Work, Esq. of Stevens & Lee, Reading PA
November 11, 2025 HOW TO MAKE ARTIFICIAL INTELLIGENCE WORK FOR YOU
Ross Bruch, Esq. Senior Wealth Planner at Brown Brothers Harriman
December 2, 2025 HOLIDAY PARTY
January 13, 2026 HOW TO PREPARE AN ESTATE PLAN FOR THE MENTALLY ILL CLIENT
Lesley M. Mehalick, JD, LLM of the McAndrews Law Firm.
February 10, 2026 PLANNING FOR THE UNEXPECTED, NOW WHAT?
Colleen Neary, Esq. of Sweeny & Neary and Chari Alson, Esq. of Anderson
Elder Law
March 10, 2026 A SNOWBIRD'S GUIDE TO ESTATE PLANNING
Jill Fowler, Esq. of Heckscher, Teillon, Terrill & Sager PC, Conshohocken, PA
April 23, 2026 JOINT POST-TAX SOCIAL WITH CHESTER COUNTY EPC
Sign up to become a member and receive a discount on programming:
https://lnkd.in/eEY8xQ-H
Also check out other Meetups in Media.
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