CHESTER COUNTY ESTATE PLANNING COUNCIL

EXPLORING ESTATE PLANNING CAREERS:
PANEL DISCUSSION

DATE:             Tuesday, October 14, 2014

TIME:              6-7  PM

PLACE:           West Chester University

           111 ANDERSON HALL

FACULTY:      Marek Marciniak, Finance         

PANELISTS:      

Kathy Dean-Bradley, CPA                          Michael B. Karwic, CFP, CRPC

Belfint, Lyons & Shuman, P.A                        Iron Valley Wealth Management

Kurt Kunsch                                               Samuel S. Stroud, Jr., CFP

Phoenixville Federal Bank & Trust                  Legacy Planning Partners

PANEL QUESTIONS

The panelists will entertain individual questions during and after the panel.

1. What is estate planning?
2. What is your “average day” like in your estate planning work?
   What are your challenges and what are the joys?
3. What was your career path to become an estate planner?
4. What kind of continuing certifications are necessary? Desirable?
5. What tips do you have regarding internships?
6. Final tips/comments regarding a career in estate planning?

Chester County Estate Planning Council Scholarship
details and flier available from panelists & at
www.chescoepc.org

Questions? 

Contact Dylan Marberger at info@chescoepc.org