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PAST MEETINGS
April 24, 2008
5:30pm - 8pm Hershey's Mill Clubhouse
"Professional Guardianships"
Patricia Maisano of IKOR USA
sponsored by
Wachovia Wealth Management
March 20, 2008
5:30pm - 8pm Hershey's Mill Clubhouse
"Ethical Issues in Estate Planning"
Andrew Wilusz of Value Management, Inc.
sponsored by
Bob Frame, Esq., Realtor & Auctioneer
February 21, 2008
5:30pm - 8pm Hershey's Mill Clubhouse
"2008 Economic Outlook"
Rick Pitcairn of Pitcairn Financial Group
sponsored by
Friends Life Care at Home
December 5, 2007
Holiday Gathering
5:30 - 8:00 pm Chester County Art Association
100 N. Bradford Avenue, West Chester
Catering by Spence Cafe
sponsored by
Bronwyn L. Martin, MBA,
CFS, CRPC, CMFC
Financial Advisor & Business
Financial Advisor
Ameriprise Financial Services, Inc.
November 15, 2007
5:30pm - 8pm Hershey's Mill Clubhouse
"Estate Planning and Divorce"
Gordon Mair, Court Master and Barbara Zulick, Esq.
sponsored by
Home Instead Senior Care
October 25, 2007
5:30pm - 8pm Hershey's Mill Clubhouse
"Estate Planning for Non-Traditional Couples"
Kirby Upright, Esq., LLM, CPA
of King, Spry, Herman, Freund & Faul, LLC
sponsored by
Morgan Stanley
September 20, 2007
5:30pm - 8pm West Chester Golf & Country Club
"Philanthropy, Ethical Issues, and Estate Planning"
Pamela Jones Davidson, Esq.
sponsored by the
West Chester University Foundation