Estate Planning Strategies
We are excited to welcome Attorney Jonathan G. Blattmachr as our presenter on November 20. The event will be held at the Northampton Country Club.
Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE.
1:30 - 2:00 PM Registration
2:00-4:15 PM Program w/ Break
4:15 -5:00 PM Social Reception & Professional Headshots
We now know the provisions of the One Big Beautiful Bill. It did not make many direct changes to the nation's estate and gift tax provisions. But those made are significant. More important are the collective other changes which are now permanently in America's tax laws. Jonathan Blattmachr will discuss these and the role we estate planners will continue to play for clients.
Also, during the social hour you have the opportunity to obtain a professional headhot at no cost by Terre O'Neill Photography.
