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Financial Planning Courses | Retirement | Investments Harrisburg PA

Seminars

TAX MANAGEMENT STRATEGIES FOR RETIREMENT - TUESDAY 12PM

VIRTUAL EDUCATIONAL COURSE
 
Retirement is a destination many aspire to achieve, but oftentimes those who save and invest for their golden years fail to realize their nest egg hasn’t yet paid Uncle Sam. (And he isn’t even your real uncle!) Taxes can quickly eat away at your nest egg, putting you at risk of running out of money in retirement.
 
Join us as guest presenter David Kennerly, CPA, to discuss taxes, retirement, and important estate and trust planning strategies to consider keeping more of your life savings by paying less in taxes.

Highlights of this presentation include:

Tax consequences on IRAs

The difference between Traditional vs. Roth

Why you will pay MORE taxes when you retire, and what you can do about it

The four retirement surprises that can have a dramatic effect on your life savings

Income, Capital Gains, and Estate Taxes --Your Federal and State tax requirements

Register
 now and join us for this important conversation, especially during a time of increasing tax rates.
 

Featured Speaker:

David G. Kennerly, CPA

David G Kennerly, CPA brings more than 10 years of diverse tax, financial, and business consulting experience to his role as a Certified Public Accountant. David is dedicated to helping clients achieve personal and business success by helping them establish practical and sound tax and financial processes. Focused on services for individuals, small to medium-sized businesses, as well as clients in the banking and financial industry, he is committed to delivering tax and financial services that meet each client's unique objectives. 

When: Tuesday, June 22, 2021 - 12:00 PM
Where: Virtual Course
(Webinar information is provided prior to the event start time)
Host: Financial Planning Courses, LLC
Phone: 717-288-1990
 

TAX MANAGEMENT STRATEGIES FOR RETIREMENT - TUESDAY 6:30PM

Retirement is a destination many aspire to achieve, but oftentimes those who save and invest for their golden years fail to realize their nest egg hasn’t yet paid Uncle Sam. (And he isn’t even your real uncle!) Taxes can quickly eat away at your nest egg, putting you at risk of running out of money in retirement.
 
Join us as guest presenter David Kennerly, CPA, to discuss taxes, retirement, and important estate and trust planning strategies to consider keeping more of your life savings by paying less in taxes.


Highlights of this presentation include:

Tax consequences on IRAs

The difference between Traditional vs. Roth

Why you will pay MORE taxes when you retire, and what you can do about it

The four retirement surprises that can have a dramatic effect on your life savings

Income, Capital Gains, and Estate Taxes --Your Federal and State tax requirements

Register
 now and join us for this important conversation, especially during a time of increasing tax rates.
 

Featured Speaker:

David G. Kennerly, CPA

David G Kennerly, CPA brings more than 10 years of diverse tax, financial, and business consulting experience to his role as a Certified Public Accountant. David is dedicated to helping clients achieve personal and business success by helping them establish practical and sound tax and financial processes. Focused on services for individuals, small to medium-sized businesses, as well as clients in the banking and financial industry, he is committed to delivering tax and financial services that meet each client's unique objectives. 

When: Tuesday, June 22, 2021 - 6:30 PM
Where: Virtual Course
(Webinar information is provided prior to the event start time)
Host: Financial Planning Courses, LLC
Phone: 717-288-1990
 

TAX MANAGEMENT STRATEGIES FOR RETIREMENT - THURSDAY 12PM

Retirement is a destination many aspire to achieve, but oftentimes those who save and invest for their golden years fail to realize their nest egg hasn’t yet paid Uncle Sam. (And he isn’t even your real uncle!) Taxes can quickly eat away at your nest egg, putting you at risk of running out of money in retirement.
 
Join us as guest presenter David Kennerly, CPA, to discuss taxes, retirement, and important estate and trust planning strategies to consider keeping more of your life savings by paying less in taxes.


Highlights of this presentation include:

Tax consequences on IRAs

The difference between Traditional vs. Roth

Why you will pay MORE taxes when you retire, and what you can do about it

The four retirement surprises that can have a dramatic effect on your life savings

Income, Capital Gains, and Estate Taxes --Your Federal and State tax requirements

Register
 now and join us for this important conversation, especially during a time of increasing tax rates.
 

Featured Speaker:

David G. Kennerly, CPA

David G Kennerly, CPA brings more than 10 years of diverse tax, financial, and business consulting experience to his role as a Certified Public Accountant. David is dedicated to helping clients achieve personal and business success by helping them establish practical and sound tax and financial processes. Focused on services for individuals, small to medium-sized businesses, as well as clients in the banking and financial industry, he is committed to delivering tax and financial services that meet each client's unique objectives. 

When: Thursday, June 24, 2021 - 12:00 PM
Where: Virtual Course
(Webinar information is provided prior to the event start time)
Host: Financial Planning Courses, LLC
Phone: 717-288-1990
 

TAX MANAGEMENT STRATEGIES FOR RETIREMENT - THURSDAY 6:30PM

Retirement is a destination many aspire to achieve, but oftentimes those who save and invest for their golden years fail to realize their nest egg hasn’t yet paid Uncle Sam. (And he isn’t even your real uncle!) Taxes can quickly eat away at your nest egg, putting you at risk of running out of money in retirement.
 
Join us as guest presenter David Kennerly, CPA, to discuss taxes, retirement, and important estate and trust planning strategies to consider keeping more of your life savings by paying less in taxes.


Highlights of this presentation include:

Tax consequences on IRAs

The difference between Traditional vs. Roth

Why you will pay MORE taxes when you retire, and what you can do about it

The four retirement surprises that can have a dramatic effect on your life savings

Income, Capital Gains, and Estate Taxes --Your Federal and State tax requirements

Register
 now and join us for this important conversation, especially during a time of increasing tax rates.
 

Featured Speaker:

David G. Kennerly, CPA

David G Kennerly, CPA brings more than 10 years of diverse tax, financial, and business consulting experience to his role as a Certified Public Accountant. David is dedicated to helping clients achieve personal and business success by helping them establish practical and sound tax and financial processes. Focused on services for individuals, small to medium-sized businesses, as well as clients in the banking and financial industry, he is committed to delivering tax and financial services that meet each client's unique objectives. 

When: Thursday, June 24, 2021 - 6:30 PM
Where: Virtual Course
(Webinar information is provided prior to the event start time)
Host: Financial Planning Courses, LLC
Phone: 717-288-1990
 

PRINCIPLES OF PRESERVING WEALTH - ESTATE PLANNING - TUESDAY 12:00PM

VIRTUAL EDUCATIONAL COURSE

Preserving wealth can be as important as generating it, often time even more so. Join us for this upcoming presentation to learn the fundamentals of estate management. Topics discussed will include the inner workings of estate taxes, estate management documents needed to honor your wishes, and estate preservation strategies designed to minimize the expensive cost of declining health, taxes, fees, and probate.

Featured Speakers:

Brian C. Kennedy, AIF®, AEP®, ChFC®, CRPC®, CMFC®, CLTC®, LUTCF® 
Wealth Planning Advisor 

With over 28 years of financial, business, investment, estate, and insurance planning experience, Brian Kennedy delivers the high-caliber level of commitment and experience necessary to create financial planning strategies and translate them into actionable steps towards a successful outcome. He values relationships and believes that a successful engagement can only be realized through a shared vision, goals, and understanding of your core values.
 

Vincent J. Catalano, AIF®, CRPC®, CLTC® 
Wealth Planning Advisor

Vince learned about the economy and business from a very young age. He also learned the value of taking great care of his clients.  As a Financial Planner and Advisor with over 16 years of experience, he brings a deep understanding of their needs and the skills to help them overcome life's greatest financial risks.

Patrick Cawley 
Elder Law Attorney 

Patrick has extensive experience guiding families through planning to preserve their hard-earned savings and avoid the costs of long-term care and tax pitfalls.
He drafted numerous bills that became law in Pennsylvania to help families preserve their dignity and control over assets and health care as they age.
Patrick attended the University of Notre Dame, where he received college and law degrees.  

Vicki Haake
American Cancer Society

Vicki Haake is passionate about the Society’s mission. Her goal is to help concerned supporters reach their philanthropic and personal goals by providing planned giving options to them and their professional advisors. Vicki is a graduate of York College of Pennsylvania and earned her Paralegal Certification from Penn State University. She also earned the designation of Certified Gift Planning Associate from Crescendo and has been on staff at the Society since 1997.

Vicki is currently the President of the Estate Planning Council of Central PA, the Chair of the Estate Planning Council of York, and the Treasurer of the Financial Planning Association of Central PA. She is a member of the Hershey Rotary Club and a member of Grace United Methodist Church in Hummelstown where she assisted with their planned giving program. 

When: Tuesday, August 24, 2021 - 12:00 PM
Where: Virtual Course
(Webinar information is provided prior to the event start time)
Host: Financial Planning Courses, LLC
Phone: 717-288-1990
 

PRINCIPLES OF PRESERVING WEALTH - ESTATE PLANNING - TUESDAY 6:30PM

VIRTUAL EDUCATIONAL COURSE

Preserving wealth can be as important as generating it, often time even more so. Join us for this upcoming presentation to learn the fundamentals of estate management. Topics discussed will include the inner workings of estate taxes, estate management documents needed to honor your wishes, and estate preservation strategies designed to minimize the expensive cost of declining health, taxes, fees, and probate.

Featured Speakers:

Brian C. Kennedy, AIF®, AEP®, ChFC®, CRPC®, CMFC®, CLTC®, LUTCF® 
Wealth Planning Advisor 

With over 28 years of financial, business, investment, estate, and insurance planning experience, Brian Kennedy delivers the high-caliber level of commitment and experience necessary to create financial planning strategies and translate them into actionable steps towards a successful outcome. He values relationships and believes that a successful engagement can only be realized through a shared vision, goals, and understanding of your core values.
 

Vincent J. Catalano, AIF®, CRPC®, CLTC® 
Wealth Planning Advisor

Vince learned about the economy and business from a very young age. He also learned the value of taking great care of his clients.  As a Financial Planner and Advisor with over 16 years of experience, he brings a deep understanding of their needs and the skills to help them overcome life's greatest financial risks.

Patrick Cawley 
Elder Law Attorney 

Patrick has extensive experience guiding families through planning to preserve their hard-earned savings and avoid the costs of long-term care and tax pitfalls.
He drafted numerous bills that became law in Pennsylvania to help families preserve their dignity and control over assets and health care as they age.
Patrick attended the University of Notre Dame, where he received college and law degrees.  

Vicki Haake
American Cancer Society

Vicki Haake is passionate about the Society’s mission. Her goal is to help concerned supporters reach their philanthropic and personal goals by providing planned giving options to them and their professional advisors. Vicki is a graduate of York College of Pennsylvania and earned her Paralegal Certification from Penn State University. She also earned the designation of Certified Gift Planning Associate from Crescendo and has been on staff at the Society since 1997.

Vicki is currently the President of the Estate Planning Council of Central PA, the Chair of the Estate Planning Council of York, and the Treasurer of the Financial Planning Association of Central PA. She is a member of the Hershey Rotary Club and a member of Grace United Methodist Church in Hummelstown where she assisted with their planned giving program. 

When: Tuesday, August 24, 2021 - 6:30 PM
Where: Virtual Course
(Webinar information is provided prior to the event start time)
Host: Financial Planning Courses, LLC
Phone: 717-288-1990
 

PRINCIPLES OF PRESERVING WEALTH - ESTATE PLANNING - THURSDAY 12:00PM

VIRTUAL EDUCATIONAL COURSE

Preserving wealth can be as important as generating it, often time even more so. Join us for this upcoming presentation to learn the fundamentals of estate management. Topics discussed will include the inner workings of estate taxes, estate management documents needed to honor your wishes, and estate preservation strategies designed to minimize the expensive cost of declining health, taxes, fees, and probate.

Featured Speakers:

Brian C. Kennedy, AIF®, AEP®, ChFC®, CRPC®, CMFC®, CLTC®, LUTCF® 
Wealth Planning Advisor 

With over 28 years of financial, business, investment, estate, and insurance planning experience, Brian Kennedy delivers the high-caliber level of commitment and experience necessary to create financial planning strategies and translate them into actionable steps towards a successful outcome. He values relationships and believes that a successful engagement can only be realized through a shared vision, goals, and understanding of your core values.
 

Vincent J. Catalano, AIF®, CRPC®, CLTC® 
Wealth Planning Advisor

Vince learned about the economy and business from a very young age. He also learned the value of taking great care of his clients.  As a Financial Planner and Advisor with over 16 years of experience, he brings a deep understanding of their needs and the skills to help them overcome life's greatest financial risks.

Patrick Cawley 
Elder Law Attorney 

Patrick has extensive experience guiding families through planning to preserve their hard-earned savings and avoid the costs of long-term care and tax pitfalls.
He drafted numerous bills that became law in Pennsylvania to help families preserve their dignity and control over assets and health care as they age.
Patrick attended the University of Notre Dame, where he received college and law degrees.  

Vicki Haake
American Cancer Society

Vicki Haake is passionate about the Society’s mission. Her goal is to help concerned supporters reach their philanthropic and personal goals by providing planned giving options to them and their professional advisors. Vicki is a graduate of York College of Pennsylvania and earned her Paralegal Certification from Penn State University. She also earned the designation of Certified Gift Planning Associate from Crescendo and has been on staff at the Society since 1997.

Vicki is currently the President of the Estate Planning Council of Central PA, the Chair of the Estate Planning Council of York, and the Treasurer of the Financial Planning Association of Central PA. She is a member of the Hershey Rotary Club and a member of Grace United Methodist Church in Hummelstown where she assisted with their planned giving program. 

When: Thursday, August 26, 2021 - 12:00PM
Where: Virtual Course
(Webinar information is provided prior to the event start time)
Host: Financial Planning Courses, LLC
Phone: 717-288-1990
 

PRINCIPLES OF PRESERVING WEALTH - ESTATE PLANNING - THURSDAY 6:30PM

VIRTUAL EDUCATIONAL COURSE

Preserving wealth can be as important as generating it, often time even more so. Join us for this upcoming presentation to learn the fundamentals of estate management. Topics discussed will include the inner workings of estate taxes, estate management documents needed to honor your wishes, and estate preservation strategies designed to minimize the expensive cost of declining health, taxes, fees, and probate.

Featured Speakers:

Brian C. Kennedy, AIF®, AEP®, ChFC®, CRPC®, CMFC®, CLTC®, LUTCF® 
Wealth Planning Advisor 

With over 28 years of financial, business, investment, estate, and insurance planning experience, Brian Kennedy delivers the high-caliber level of commitment and experience necessary to create financial planning strategies and translate them into actionable steps towards a successful outcome. He values relationships and believes that a successful engagement can only be realized through a shared vision, goals, and understanding of your core values.
 

Vincent J. Catalano, AIF®, CRPC®, CLTC® 
Wealth Planning Advisor

Vince learned about the economy and business from a very young age. He also learned the value of taking great care of his clients.  As a Financial Planner and Advisor with over 16 years of experience, he brings a deep understanding of their needs and the skills to help them overcome life's greatest financial risks.

Patrick Cawley 
Elder Law Attorney 

Patrick has extensive experience guiding families through planning to preserve their hard-earned savings and avoid the costs of long-term care and tax pitfalls.
He drafted numerous bills that became law in Pennsylvania to help families preserve their dignity and control over assets and health care as they age.
Patrick attended the University of Notre Dame, where he received college and law degrees.  

Vicki Haake
American Cancer Society

Vicki Haake is passionate about the Society’s mission. Her goal is to help concerned supporters reach their philanthropic and personal goals by providing planned giving options to them and their professional advisors. Vicki is a graduate of York College of Pennsylvania and earned her Paralegal Certification from Penn State University. She also earned the designation of Certified Gift Planning Associate from Crescendo and has been on staff at the Society since 1997.

Vicki is currently the President of the Estate Planning Council of Central PA, the Chair of the Estate Planning Council of York, and the Treasurer of the Financial Planning Association of Central PA. She is a member of the Hershey Rotary Club and a member of Grace United Methodist Church in Hummelstown where she assisted with their planned giving program. 

When: Thursday, August 26, 2021 - 6:30PM
Where: Virtual Course
(Webinar information is provided prior to the event start time)
Host: Financial Planning Courses, LLC
Phone: 717-288-1990