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Thank you to everyone who attended the January dinner meeting. On behalf of all BCEPC members, we would like to thank Scott S. Small, Esquire of BNY Mellon Wealth Management , who discussed the selection of fiduciaries and advisors. It was a great kick-off to 2010!
NEXT MEETING: Please join us on February 16th, 2010 at the Doylestown Country Club in Doylestown, Pennsylvania for an evening of networking, delicious food and to hear John A. Terrill II, Esquire discuss Asset Protection Planning Strategies. (Please take note that this event is at a different location, and the subject and speaker have changed from our Calendar) Mr. Terrill is with the firm of Heckscher, Teillon, Terrill & Sager, P.C. of West Conshohocken, Pennsylvania. He is a Fellow of the American College of Trust and Estate Counsel and he chaired the Probate and Trust Law Section of the Philadelphia Bar Association. Mr. Terrill is on the faculty of the Graduate Tax Program at Villanova Univeristy Law School and is a frequent lecturer.
The entre will be Salmon with a ginger glaze. A vegetarian alternate entre is available.
If you have any questions, please contact John F. Maloney, CPA, CFF, CVA (jmaloney@wm-cpa.com). This meeting will qualify for CPE and CLE credits.
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