Upcoming Events

COMPLETED PRESENTATIONS

Date / Location / Topic

05/18/2023 - Alignable Business Owners, West Chester Chamber of Commerce – “Family Business Succession Planning – Where HBO’s Succession Gets It Right”

05/22/2023 - INP Phoenixville, O’Grady’s Restaurant – “Estate Planning Basics: What You Don’t Know That You Don’t Know”

05/23/2023 - King’s Tavern Lunch & Learn, Coatesville PA – “Kid’s Protection Planning: Overcoming Flaws in the Traditional Estate Planning System”

06/30/2023 - INP Exton, Exton Chamber of Commerce – “Why Procrastination is Your Enemy When It Comes to Estate Planning”

07/13/2023 - West Chester Senior Center - “Legal Considerations for the Top Half of the Sandwich Generation.”

07/20/2023 - KW Philly - "How to Buy & Sell A House in Probate & How to Take Title Properly"

07/26/2023 - Kutztown University of Pennsylvania Small Business Development Center (SBDC) – “Legal Considerations When Starting or Running a Business”

08/24/2023 – Exton, PA – “Untying the Knot: The ABC’s of Divorce - The Proper Custodial, Legal, Insurance, Financial, and Tax (CLIFT)© Guidance on What to Do Before, During and After a Divorce.”

09/02/2023 – Ludwigs Corner 80^th Annual Horse Show – general information presentation

09/03/2023 – Ludwigs Corner 80^th Annual Horse Show – general information presentation

09/14/2023 – Exton, PA – “Untying the Knot: The ABC’s of Divorce - The Proper Custodial, Legal, Insurance, Financial, and Tax (CLIFT)© Guidance on What to Do Before, During and After a Divorce.”

09/20/2023 – Bensalem, PA – “10 Things Every Senior Should Know About Estate Planning & Elder Law”

10/05/2023 – Coatesville Rotary Club King’s Tavern Lunch & Learn – “Legal Considerations for the Top Half of the Sandwich Generation.”

10/15/2023 – Downingtown Fall Fest – general information presentation.

11/08/2023 – Exton Chamber of Commerce Connexion – “Doing Estate Planning the Right Way Instead of the Way It Traditionally Has Been Done”

11/16/2023 – Keller Williams Exton – “Downsizing the Right Way – Avoiding Legal Surprises & Setbacks!”

01-02-2024 – Downingtown VFW Dinner & Learn – “10 Things Every Veteran Should Know About Estate Planning Law”

02/06/2024 – Newtown Square Free Trade Networking – “Estate Planning & Business Law Basics: What You Don’t Know That You Don’t Know Can Definitely Hurt You.”

UPCOMING PRESENTATIONS:

Date / Location / Topic

03/07/2024 – St. Joe’s University Entrepreneurship Bootcamp for Veterans – “Legal Considerations When Starting or Running a Business”

03/10/2024 – Downingtown VFW Dinner & Learn – “Why Procrastination is Your Enemy When It Comes to Estate Planning”

 04/24/2024 – Limerick Township Coffee Talk (with Blue Ink Notary Owner Brian Klein) - “10 Things Every Senior Should Know About Estate Planning & Elder Law”

05/06/2024 - INP Phoenixville, O’Grady’s Restaurant – “Business Law Basics: What You Don’t Know That You Don’t Know”

05/14/2024 – Armed Forces Day Veterans Recognition Breakfast – The Desmond Hotel Malvern

Speaking Engagements - Online or In-Person