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Friday, March 31, 2017

A Secure Strategy for Retirement Savings: Understanding Medicare plus How to Bridge the Income Gap

Posted to Event by Ms. Ellen Warren of St. Clair CPA Solutions at 6:06 PM

9:00 – 11:00am Light Breakfast & Program

The Chamber of Commerce for Greater Philadelphia
Empowerment Room
200 S. Broad St., Suite 700
Philadelphia, PA 19102

Join our two expert speakers to learn:
How to protect your assets by maximizing Medicare, and
How to protect yourself against outliving retirement savings with guaranteed income for life.

Most "baby boomers" will face Medicare decisions with little understanding of the differences between Medicare Parts, Plans and MediGap--yet there are benefits and pitfalls that you should know about before enrolling. Kristen Druger has helped people maximize Medicare for 20 years.

Will you outlive your retirement savings? Will Social Security provide sufficient income for your lifestyle if your savings run out? Are these questions keeping you up at night? Ryan Tyrell, Director, Insurance and Annuity Services, St. Clair CPA Solutions, explains how to bridge the income gap.

This free educational program presented by St. Clair CPA Solutions requires advance registration.


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The Art & Science of Business Valuations

Posted to Event by Ms. Ellen Warren of St. Clair CPA Solutions at 5:58 PM

8:30 – 10:30am: light breakfast, 90 minute program with Q&A

Radnor Hotel (Garden Room), 591 E. Lancaster Ave., St. Davids, PA 19087

Presented by Frank Merenda, ASA, CVA, CMEA, BCA, MSCHE, President & CEO of EAC Valuations, LLC

Eligibile for 1 CPE credit.

Do you know...
What is a Business Valuation?
Why you would need a Business Valuation?
How does a Business Valuation benefit my business and estate?
How is value defined?
How is value calculated?
Who performs a Business Valuation?
What are Discounts?

EAC Valuations, LLC is a full-service appraisal firm that has performed more than 14,000 valuations for Business Enterprise and Business Equity, Gift and Estate Planning, Financing, Buy/Sell Agreements, Deferred Compensation and Corporate Planning, Fair Value (Purchase Price Allocations for GAAP and IRS) and more.

This free program presented by St. Clair CPA Solutions requires advance registration.


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Tuesday, October 25, 2016

Free Lunch 'n Learn - Understanding Your Medicare Options: What Baby Boomers Need to Know about Medicare Parts, Plans and MediGap

Posted to Event by Ms. Ellen Warren of St. Clair CPA Solutions at 2:58 PM

Most "baby boomers" will face Medicare decisions with little understanding of the differences between Medicare Parts, Plans and MediGap--yet there are benefits and pitfalls that you should know about before enrolling.

St. Clair CPA Solutions presents this free Lunch 'n Learn to help people protect their assets by understanding how Medicare relates to healthcare coverage. With healthcare expenses rising, this is information that everyone approaching or eligible for Medicare needs to know.

Time: 11:30 am to 1:00 pm
Place: St. Clair CPA Solutions
101 W. Elm St., Suite 500, Conshohocken, PA 19428

This program will be presented by Kristen Druger, a licensed agent who has extensive training in Medicare Supplemental Insurance, Health Insurance, Long Term Care, Life Insurance, Annuities and Disability programs since 2005.

Click to Register: https://events.r20.constantcontact.com/register/eventReg?oeidk=a07edcgqwbi15988bdd&oseq=&c=&ch=


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Monday, October 24, 2016

The Art & Science of Business Valuations

Posted to Event by Ms. Ellen Warren of St. Clair CPA Solutions at 3:54 PM

Learn what a Business Valuation is and why you would need one from Frank Merenda, Pres. & CEO, EAC Valuations, LLC.

9:00 to 9:30 am-Light breakfast & Networking
9:30 to 11:00 am-Program with Q&A
GPCC Mars Drinks Conference Center-Empowerment Room

EAC Valuations, LLC, is a full-service appraisal firm that provides a wide variety of valuations, including Business Enterprise and Business Equity valuations for Gift and Estate Planning, Financing, Buy/Sell Agreements, Deferred Compensation and Corporate Planning, Fair Value (Purchase Price Allocations for GAAP and IRS) appraisals for Intangible Assets and Fair Market Value appraisals of Real Estate, Inventory, and Equipment for Property Tax, Insurance and Financing.

This program will be very valuable for all business owners. Presented by St. Clair CPA Solutions.

Click to REGISTER: http://events.constantcontact.com/register/event?llr=yz6rc4cab&oeidk=a07edch960m6eb89deb


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