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.
Steve Lubart
CPA
Steve has 25 years of experience providing accounting, tax, and consulting services to a variety of closely-held and family-owned businesses, new business start-ups, and individuals. His industry specialties include retail, professional services, real estate, and healthcare, including veterinary and dentistry practices.
In addition to his client responsibilities, Steve provides local leadership as the Member-in-Charge of the Camp Hill office. He also serves as Chair of the firm’s Practice Development Committee.
KCA and Concourse Financial Group Securities, Inc. do not provide tax advice to contact an attorney or CPA.
Wednesday Sep 29, 2021
6:30 PM - 7:30 PM EDT
September 27th @ 12:00PM and 6:30PM
Virtual Event
Complimentary
Printed courtesy of www.carlislechamber.org/ – Contact the Carlisle Area Chamber of Commerce for more information.
801 S Hanover St, Carlisle, PA 17013 – (717) 243-4515 – info@carlislechamber.org