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President

Charles F. Blumenstock, Jr. Esquire

Blumenstock Legal Advisors, PC

5197. chuck@

Vice President, Program Chair

Christopher C. Ginder, CFA® VP, Portfolio Manager

Kuntz Lesher Capital LLC

1700. ccginder@

Treasurer, Membership Chair

Andrew G. Wallover, CLTC, CLU®, Managing Dir.

Northwestern Mutual Financial Network

4040. andrew.wallover@

Secretary

Melissa D. Wissler

BB&T Wealth Management

717-735-8858 mwissler@

Board of Directors

Karen B. Meck, MT

KBM Consulting, LLC

717.435.8144 karen@

Andrew S. Rusniak, Esquire

McNees Wallace & Nurick, LLC

717-581-3704 arusniak@

Jason MacCombie, CPA

Walz Group

717-392-8200 jmaccombie@

Max Norowzi, Trust Advisor

PNC Wealth Management

717-735-5646 llia.norowzi@

Nic Hoffmaster, ASA

Crumling Consulting, LLC

717.699.3805 nich@

Immediate Past President

Samuel J. Bressi

Lancaster County Community Foundation

717.397.1629 x102 sbressi@

Council Administrator

Melissa Simpson, 717.317.9117

1131 Sandpiper Ct., Mech., PA 17050

LancasterEPC@

Lancaster County Estate Planning Council

2016-17 Membership Programs

Thursday, September 29, 2016, 2016 ~ 4:00 – 6:00 p.m.

4:00-4:45 ~ Hors D’oeuvres & Cocktail Hour (1st Cocktail FREE!)

4:45-5:30 ~ Program

Lancaster Country Club, 1466 New Holland Pike, Lancaster, PA

MEMBERS WHO BRING A GUEST WILL BE ENTERED TO WIN A FREE LANCASTER EPC MEETING FOR YOU AND A FREE EPC MEMBERSHIP FOR YOUR GUEST!

"Understanding Continuing Care at Home:  Implications for Attorneys, Estate Planners, & Financial Planners"

 

With special guest speaker:  

LISA MCCRACKEN, SENIOR VICE PRESIDENT

SENIOR LIVING FINANCE RESEARCH & DEVELOPMENT

 Lisa McCracken joined the senior living team at Ziegler in July 2013. As a senior vice president of senior living research and development, her primary focus is concentrated on conducting market research and trend analyses for educative purposes in the form of presentation modules, newsletters, and research publications. In addition to providing support to several senior living bankers, she also facilitates the Ziegler CFO Hotline℠, an electronic interchange of information among CFOs of senior living providers, and coordinates regional educational workshops for senior living professionals, part of the Ziegler CFO Workshop Series℠. Prior to joining Ziegler, Lisa most recently served as president of Holleran, a national senior living research and consulting firm. Her tenure with Holleran lasted more than 13 years, where she also previously served as managing partner and vice president of research. Lisa’s expertise is in conducting research in the not-for-profit senior living sector, writing white papers and articles on various industry topics, and presenting research findings to providers and experts in the field. She is a seasoned lecturer, facilitator and researcher. Lisa has served on various state, regional and national workgroups such as the LeadingAge Engaging Consumers Cabinet, the Quality First Task Force and the LeadingeAge (then AAHSA) Education & Planning Committee. Outside of senior living she has extensive experience in the healthcare and public health sectors with community health improvement, community benefit and planning activities.

Members & 1st Time Guests $30.00

Repeat Guests $55.00

Special Thanks to our meeting sponsors:

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 Registration Deadline is Sept. 26, 2016. If you must cancel, please call Melissa Simpson before Monday, Sept. 26 at 717.317.9117 or email LancasterEPC@

Please return the form below with your check payable to the Lancaster County EPC by Sept. 26, 2016.

Or pay online with a credit card at

If you must cancel, please call Melissa Simpson before Monday September 26th 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, September 29, 2016.

Please remit to: Cost per person:

Lancaster County Estate Planning Council Member: $30.00

C/o Melissa Simpson 1st Time Guests: $30.00

1131 Sandpiper Court Repeat Guests: $55.00

Mechanicsburg, PA 17050

Advance Registration Required

Reservation Deadline: September 26, 2016

_________________________________________________ ________________________________________________

Member Name Guest(s) Name(s)

_________________________________________________ ________________________________________________

Company Name Company Name

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