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Estate Planning

Estate Planning Seminar – Why and How

Join us at Lions Gate for an intimate discussion and gain a fresh insight on the value of planning your estate.   Maximize your income, estate planning, and philanthropy, and minimize your taxes.

Tuesday, October 23, 2018
7:00 – 8:00 pm

Commons Hall
Lions Gate | 1110 Laurel Oak Road | Voorhees, NJ 08043

Presenters:

Neal A. Cupersmith, CPA
Cupersmith, Wilensky, Stempler & Co., LLP

Gerry Grossman, CFP Senior Vice President, Wealth Advisor
The Delaware Valley Group at Morgan Stanley

Douglas A. Fendrick, Esq., CPA, LL.M., CELA (Certified Elder Law Attorney)
Fendrick Morgan Law

Moderator:

Seth Mirowitz, Director of Philanthropy
Jewish Community Foundation, Inc.

Questions and Answers following presentation.

Seating is limited.  Your complimentary registration is required by Friday, October 19th.   Light refreshments will be served. Please call Felice Kelem at 856.679.2189 or register below.

 

 

For more information and other opportunities for contributions, please contact

(856) 679-2200