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MINI-FORUM:
Financial Literacy for Business Families

Jan Graybill Legacy Planning Partners

Tuesday, June 8, 2010
8:30 AM - 10:30 AM
Legacy Planning Partners, Plymouth Meeting, PA
Directions

How do you and your children prepare to make financial decisions?

Today’s complex financial services market offers consumers a vast array of products and providers to meet their financial needs which can be confusing. This degree of choice requires that consumers be equipped with the knowledge and skills to evaluate the options and identify those that best suit their needs and circumstances. This is your opportunity to become better educated about the financial decisions you and your children will face throughout the various stages of your lives.

Jan Graybill and Chad Lacher will be your “choice architects” for a morning and help you and your families become better decision makers around financial issues.

Please note while there is no charge for Members to participate in Mini-Forums, seating is limited and registration is required. Guests are welcome to attend; please call Sally at 215-723-8413 for more information.

Presenters:

Jan Graybill, CFP®, CLU, ChFC, Legacy Planning Partners, Coopersburg, PA.
Chad Lacher, Partner, Lacher Associates, Inc., Souderton, PA.

Chad Lacher Lacher & Associates

For More Information:

Please contact Sally Derstine at (215) 723-8413 or click here for more information or to register.

The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the tri-state area. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.

Forum cancellations must be made 2 days prior to event; if registration fees are involved, they cannot be refunded or waived when cancellations are made after that date or when the registrant does not attend.

Directions:

Please use Mapquest for directions to:
Legacy Planning Partners
600 W. Germantown Pike, Suite 261
Plymouth Meeting, PA 19462
(484) 534-2654