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MINI-FORUM:
Estate and Retirement Planning for the Business Family

Chuck Kedra Legacy Planning Partners

Thursday, July 15, 2010
8:30 AM - 10:30 AM
Legacy Planning Partners, Plymouth Meeting, PA
Directions

With the uncertainty of today's economy, it's more important than ever to map out your best route to achieving the retirement you envision. This is especially true for business families who often have a unique set of circumstances to consider.

Are you certain you have named the correct beneficiary on your retirement plan? Are retirement plans the most economical way to accumulate dollars for retirement?

The next time you’re filling out an IRA, Pension Plan, 401(k) plan or other retirement account give some careful thought to the beneficiary designation section. When it comes to estate planning, this part of the application is just as important as having a Will. Are retirement plans an efficient method of leaving assets to your children? Should you defer withdrawals until you are required to take them?

Attorney Jon Samel and Chuck Kedra will walk you through the complexity surrounding retirement and estate planning.


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:

Chuck Kedra, CFP®, AIF®, Legacy Planning Partners, West Chester, PA.
Jon Samel, Esquire, Hamburg, Rubin, Mullin, Maxwell & Lupin, Lansdale, PA.

Jon Samel HRMML

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