Live well with us! Frederick Living is a close-knit not-for-profit continuing care retirement community nestled in the beautiful Pennsylvania countryside of Montgomery County in southeastern … Find Out More >>>
Matthew T. Novak, CFA, Financial Advisor, and Randy Nyce, Stewardship Consultant, from Everence Financial Advisors will be here to present information that is useful to all of us in thinking about living our charitable legacy now and in the future through different ways of giving. We’ll talk about practical ideas to be generous, as well as provide for yourself and your family. We’ll also talk about some creative ways to give that you may not have thought of, not to mention options to navigate giving through the new tax law. Everence is a Faith Based Financial Services Firm which often partners with Frederick Living.
Michelle Forsell, an estate attorney and a member of Frederick Living’s Board of Directors, will also be presenting. She has practiced law in Pennsburg for several years and her firm recently joined with the larger firm of Norris, McLaughlin & Marcus, P.A., Attorneys at Law, who have offices in Allentown and elsewhere. Ms. Forsell will talk about important information you should understand related to estate planning, including ways to be generous but still protect yourself and your family in your planning.
Please RSVP to Joan Smith at 610-754-7878 Ext: 1004.