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Make a World of Difference

September 12

(Last Updated On: August 13, 2019)

Many of your clients have been successful at building a better life—not only for their own family but for others as well.   Hear how creative charitable giving tools can help them add to their legacy!

Laurel View Village and Everence® invite you to this special workshop:

WHEN: Thursday, Sept. 12

12 noon      Attorneys, Accountants, Advisors. Lunch will  be served.

5 p.m.        Residents and families. Hors d’oeuvres will be served

Location: Laurel View Village – Banquet rooms behind Fresh Harvest Restaurant- 1600 Cambridge Drive, Davidsville, PA 15928

 

You’ll learn how you can help your clients:

  • Maximize their giving power
  • Minimize taxes
  • Provide for their favorite charity
  • Gain income for life

 Presented by: Craig Foor, CLU®, ChFC®, CASL®, Everence Financial Advisor

 

 

 

To reserve a spot Contact Barb Cotchen at 814.208.4015 or RSVP via Email to:  bcotchen@lvv1.com

To download  and print Flyer Click Here

For a link to the official webpage please click here

 

 

 

 

 

Advisory services offered through Everence Trust Company and Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Everence entities and Laurel View Village are independent from ProEquities Inc.

 

Organizer

Barb Cotchen
Phone:
814.208.4015
Email:
bcotchen@lvv1.com
Website:
www.laurelviewvillage.com

Location

Laurel View Village – Fresh Harvest Banquet Hall
1600 Vista Drive
Davidsville, PA 15928 United States
+ Google Map
Phone:
814-288-2880
Website:
www.laurelviewvillage.com