Roundtable Program - For PEPC Members Only
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"Estate and Asset Protection Planning for Retirement Benefits"

When: Tuesday, December 12, 2017
12:00 - 1:30 PM
Where: Janney Montgomery Scott LLP
1717 Arch Street
20th Floor
Philadelphia, Pennsylvania  19103
United States
Contact: Denise Downing

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NAEPC Webinar Reply
"Estate and Asset Protection Planning for Retirement Benefits"

Click here to download a printable registration form.

This advanced program will explain the differences and overlap among bankruptcy, federal (ERISA) and state law protections for retirement benefits, and how these protections may be lost or augmented through various techniques and strategies.  Attendees will explore when - and how - protection can be maintained or increased without impairing the maximum tax benefit or the estate plan for the owner and their intended beneficiaries.

Special Note: This webinar is a replay of the original presentation.Following the webinar, there will be a group discussion.

Speaker: Edwin P. Morrow III, JD, LL.M. (tax), MBA, CFP®, RFC

Cost: No charge!  Must be a PEPC Member to attend.  Space is limited!

Note: Bring your own lunch.  Beverages and cookies will be provided. 


The Philadelphia Estate Planning Council
P.O. Box 579
Moorestown, NJ 08057-0579

Executive Director: Denise Downing, CMP


Phone: (215) 486-6215
Fax: (856) 727-9504