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June 2017 PLAN

June 27, 2017 @ 8:00 am - 9:30 am


Join our Philanthropic Leadership Advisory Network for professional wealth advisors, and help your clients maximize their impact on this community. Go here to learn more about the benefits of membership, and about prerequisites for joining.

Our next PLAN seminar is June 27th at the Oakwood Restaurant in Davidsville.

The seminar topic is “Charitable Planning Options & Use of Life Insurance to Make Charitable Gifts” presented by Robert Vamos, CLTC, LUTCF ®, AmeriServ  Financial Services.

In addition, Mike Kane, CFA President, will provide a brief update on Foundation activities.

Learning Objectives:

  • Increase attendee awareness of comprehensive charitable planning for high net worth individuals.
  • Discuss a variety of ways charitable gifts can be made and tailored to achieve specific planning objectives.
  • Increase attendee awareness for how life insurance can be used to make charitable gifts and accomplish wealth transfer to family.

The breakfast seminar is $10 per person, and seating is limited. Click here to sign up.


June 27, 2017
8:00 am - 9:30 am
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Venue Name: https://www.classy.org/davidsville/events/plan-seminar-charitable-planning-options-amp-use-life-insurance-to-make-charitable-gifts/e133723