7:00 pm - 8:00 pm in the Community Room, Lower Level
The lack of proper estate, financial and long term care planning can exact a serious emotional and financial toll upon your family. Attorney Brian J. Hinkle from Mette, Evans & Woodside and Anthony M. Conte from Conte Wealth Advisors will address estate, financial and long term care planning issues that affect all of us as we grow older. Topics that Attorney Hinkle and Mr. Conte will address during this seminar include the need for basic estate planning documents and various strategies available for planning for retirement and long term care. Attorney Hinkle and Mr. Conte will also answer questions that attendees may have. No registration needed.
• Tax and property transfer consequences of not having a will
• Creating a trust and the potential benefits
• Financial planning basics
• Power of Attorney issues
• Planning for Retirement and Long Term Care
Attorney Brian J. Hinkle, Mette Evans & Woodside
Brian Hinkle has devoted his career to guiding his clients through the nuances of proactive legal planning. His work assisting individuals encompasses estate and trust planning, including consideration of any related tax implications. He is a member of the Central Pennsylvania Estate Planning Council and frequent presenter on estate and trust issues, estate planning, long-term care planning and special needs planning.
Anthony M. Conte, MSFS, CEPA, CFP®, Conte Wealth Advisors
With 15 years of experience as a financial planner and wealth manager, Tony co-owns his financial planning practice, Conte Wealth Advisors, with his father, Frank Conte. As a third generation family business owner, Tony now works with the grandchildren of his grandfather’s clients.
In support of the belief that your financial advisory relationship is only as valuable as the education and credentials of your advisor, Tony has been awarded a Masters Degree in Financial Services from St. Joseph’s University’s Haub School of business, the Certified Financial Planner certification, and the Certified Exit Planning Advisor certification.
Tony and his team are independent advisors who serve as your fiduciary, and he specializes in multi-generational planning and planning and investment strategies serving the complex personal and professional lives of small and medium sized business owners.