Lindsay Schoeneberger & Nichole Baer with Russell, Krafft & Gruber will address common assumptions & misunderstandings about estate planning, the top 3 documents everyone over 18 should have (and the consequences if not), and answer audience questions! Lunch will be provided- thank you to ServPro of Lancaster East & Southern Lancaster County for sponsoring this […]

This event has been CANCELLED. It has been rescheduled for our member meeting on Thursday, January 11th, 2024.   Steve Maher with Cool Creek Financial will be presenting on Secure 2.0. The recent enactment of the Secure 2.0 legislation has significant implications for 401(k) startup plans. Secure Act 2.0 introduces several provisions aimed at facilitating […]