Lancaster County Estate Planning Council
2015-16 Membership Program
Thursday, January 21, 2016 ~ 5:15 p.m.-7:30 p.m.
5:15-6:00 p.m. ~ Registration. Networking & 1st Cocktail FREE!
6:00-6:45 p.m. ~ Dinner, 6:45-7:30 p.m. ~ Program
President, Samuel J. Bressi
Lancaster County Community Foundation
24 W. King Street, Suite 201, Lancaster, PA 17603
717.397.1629 x102 sbressi@lancfound.org
Vice President, Charles F. Blumenstock, Jr. Esquire
Blumenstock Legal Advisors, PC
255 Butler Avenue, Lancaster, PA 17602
717.533.5197 chuck@blumenlaw.com
Treasurer
Christopher C. Ginder, CFA® VP, Portfolio Manager
Kuntz Lesher Capital LLC
1800 Fruitville Pike, PO Box 8408, Lancaster, PA 17604
717.399.1700 ccginder@klcinvest.com
Secretary
Andrew G. Wallover, CLTC, CLU®, Managing Director
Northwestern Mutual Financial Network
280 Granite Run Drive, Suite 100, Lancaster, PA 17601
717.205.4040 andrew.wallover@nmfn.com
Board of Directors
Karen B. Meck, MT
KBM Consulting, LLC
228 N. Duke Street, 1st Floor, Lancaster, PA 17602
717.435.8144 karen@kbmconsultingllc.com
Andrew S. Rusniak, Esquire
McNees Wallace & Nurick, LLC
570 Lausch Lane, Suite 200, Lancaster, PA 17601
717-581-3704 arusniak@mwn.com
Melissa D. Wissler
Susquehanna Trust & Investment Co.
1570 Manheim Pike, PO Box 3300, Lancaster, PA 17604
717-735-2554 melissa.wissler@susquehanna.net
Angela Ducker, CPA, CGMA
McKonly & Asbury
4800 New Holland Ave., Ste 7202, Lancaster, PA 17602
717-735-3288 aducker@macpas.com
Jason MacCombie, CPA
Walz Group
2929 Lititz Pike, Lancaster, PA 17606
717-392-8200 jmaccombie@walzgroupcpa.com
Immediate Past President
Robert J. Walter, CPA/PFS, CFP®
PNC Wealth Management
101 North Pointe Blvd, POB 3822, Lancaster, PA 17604
717.735.5672 robert.walter@pnc.com
Council Administrator
Melissa Simpson, 717.317.9117
1131 Sandpiper Ct., Mech., PA 17050
Mis.simpson@icloud.com
PLUS, BRING A GUEST AND BE ENTERED TO WIN A
FREE MEETING FOR YOU AND A FREE EPC MEMBERSHIP
FOR YOUR GUEST!
Lancaster Country Club, 1466 New Holland Pike, Lancaster
“Successful Wealth Transitions”
With special guest speaker: Rick Rodgers, CFP®, CRPC®
Rodgers & Associates
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70% of wealth transfers are not successful resulting in:
o loss of family cohesion and
o control of assets
Most parents are apprehensive their children are unprepared to
manage wealth
Estate planners need to focus not only on how money is passed
but the impact of money on the heirs
The four key drivers to post-transition success
Steps to improving odds of a successful wealth transition
RICK RODGERS
Rick Rodgers, CFP®, CRPC®, CRC® is co-founder and president of Rodgers & Associates. His
career in the investment and financial advisory profession began in 1984 with one of the
big six Wall Street firms. Twelve years later, he co-founded Rodgers & Associates as a way
to concentrate on financial planning. His vision was to help families prepare for a worryfree retirement through the creation and conservation of their wealth. Today, as a
leading retirement expert and personal wealth adviser to high-net-worth individuals, Rick
provides integrated financial, tax, and investment strategies, retirement planning,
executive compensation, and estate and charitable planning. Rick was the 2015
Lancaster Chamber of Commerce & Industry Small Business Person of the Year Award
recipient. Since 2010, Rick has become a regular guest on television programs
nationwide. Producers and hosts alike praise Rick for his sharp wit and expert
commentary on retirement planning and tax strategy. He is also author of the book The
New Three-Legged Stool: A Tax Efficient Approach to Retirement Planning, where he
offers up expert advice on how to navigate complex tax issues, using clear language and
real-life examples. A committed Christian, Rick was a field representative for Larry
Burkett’s Christian Financial Concepts (now known as Crown Financial Ministries). Active
in both his church and community, Rick has also volunteered as a mortgage counselor for
Tabor Community Services. He serves or has served on the finance committee of the
United Way of Lancaster County and the advisory boards of SCORE Lancaster, The Ware
Center, and The Mix at Arbor Place. In addition to spending time with his eight
grandchildren, Rick enjoys golfing and boating on the Chesapeake Bay.
Special Thanks to our meeting sponsor:
www.lancfound.org 717.397.1629
Please return the form below with your check payable to the Lancaster County EPC by January 18, 2016.
If you must cancel, please call Melissa Simpson before Monday, January 18 at 717.317.9117.
Membership Reservation
Enclosed is my check for $______________.* Please reserve _______ place(s) for the Meeting of the
Lancaster County Estate Planning Council, at the Lancaster Country Club on Thursday, January 21, 2016.
Please remit to:
Lancaster County Estate Planning Council
C/o Melissa Simpson
1131 Sandpiper Court
Mechanicsburg, PA 17050
Cost per person:
Member:
1st Time Guests:
Repeat Guests:
$40.00
$40.00
$50.00
Advance Registration Required
Reservation Deadline: January 18, 2016
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Member Name
Guest(s) Name(s)
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Company Name
Company Name