Education Seminar

Preserving Your Wealth Thru Trust and Trust Management

When & Where

When: November 5 2019

Time: 5:30 PM to 7:45 PM

Where: Parivaar Restaurant

Address: 4920 Carlisle Pike, Mechanicsburg, PA

Free Seminar For You

"Preserving Your Wealth Thru Trust and Trust Management"

Registration required to attend

https://forms.gle/PtZ1VuApA5Z3JqAZ9

Tuesday, November 5, 2019

Parivaar Restaurant, 4920 Carlisle Pike, Mechanicsburg, PA

5:30 PM to 6:00 PM - Light Refreshment

6:00 PM to 7:15 PM - Presentation

7:15 PM to 7:45 PM - Question Answers


Speaker: Susan Rosenberg, JD, Senior Vice President, Chief Investment & Trust Officer

Trust is a valuable tool to help you and your family preserve your hard-earned wealth. During this presentation, following topics will be presented:

1. Utilization of trusts to manage future generations to avoid:

  • creditors
  • the government
  • litigation
  • well-qualified but unqualified family members for financial management

2. Need for trusts is when:

  • you own real property
  • own business & need an orderly transition upon disability and/death
  • have blended family
  • special need child or disabled family member or foreign spouse (non-citizen)
  • wish to distribute your wealth to charitable causes
  • want a problem-free succession of family wealth/business/real estate
  • seeking expert/trusted money management

* * * * *

Save the Date for Next Seminar

December 10, 2019

Seminar Title: Preparation of Will and/or Trust

We will send details in November.


Education Seminars

Education Seminars are a series of mini education forums organized by AIACPA to raise awareness and knowledge about topics that are important in our community. The topics are selected based on popularity and impact to the members in the community. The AIACPA Management team identifies the best speaker on the topic from within the region or outside that is an expert in the topic and holds unbased views. Additionally, AIACPA does not endorse the content or the views of the presenter, rather provides a forum for the community to learn from the experts and have an opportunity to ask questions.

Some areas of seminars in the past include - Information Technology, Personal Finance, Will and Estate Planning, Insurance Options, Medical Health - Navigating the Hospital, Heart, Mind, Eyes, Cancer, Strokes, Exercising, Healthy Diet, etc.

AIACPA will plan 4 mini quarterly seminars in 2019:

  • Cyber Threat - Protecting yourself from hackers, by Bhaskar Gupta and Andrew Cappucci