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Pottstown Office

758 East High Street

Pottstown, PA 19464
19 March
Women Advisors Who CARE - CE Networking Event

Description

2 Hour CE Wine & Cheese Networking Event Specially Designed for Women Advisors Who CARE 

HOSTED BY:

  • Larry Rosenthal, Brokerage Director at Independence Planning Group an Agency of The Guardian Life Insurance Company of America
  • Patricia Picardi, CLU, ChFC, RICP Financial Advisor at Independence Planning Group/Pottstown

TOPIC

  • Tailoring the Right Financial Protection for your Clients
  • CE:  Seven Must Knows & Unknown Whys for Medicaid & Long Term Care Planning

SPECIAL GUESTS:

Jo A. Casady CFP, Regional Life Brokerage Director at The Guardian Life Insurance Company of America. 
Seasoned financial services professional with over 30 years of experience in the distribution of Life Insurance, Annuity and Investment products.

Cathy Sikorski, Esq - practicing & consulting Elder Law attorney for the past 30 years and author of 2 books; 
"Showering with Nana: Confessions of a Serial (killer) Caregiver" and "Who Moved My Teeth? Preparing for Self, Loved Ones and Caregiving".

For Internal Use Only. Not for use with the public. 2020-93924 Exp. 3/20/20

Date and Time

Thu, Mar 19, 2020

4:00p - 7:00p EST

Location

Rothman Building

234 Mall Blvd, Ste 180
King of Prussia, PA 19406
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