Join us for a free virtual event to learn the basics of estate planning and the latest on the Biden Administration’s tax changes. Discover answers to questions like where to begin, who to include, and how to define your legacy.

Towards the end of our session, you’ll have the opportunity to get your questions answered by an estate planning expert and financial advisor.

If you can’t attend the workshop, you may still request a free estate planning guide to help you get organized.



  • Megan E. O’Rourke, Partner, Teeters Harvey Marrone & Kaier LLP

  • Bryan P. Tracy, CFA, CFP®, CLU®, Vice President & Director of Financial Planning, The Haverford Trust Company



Date & Time
Tuesday, August 17
Start Time: 12:00 p.m.
End Time: 1:00 p.m.

We will meet via Zoom, a video conferencing tool that allows you to see and hear speakers and ask questions on your computer or smartphone.
A Zoom link will be emailed to you in advance of the workshop.

Session Guest
Admission for one
Additional Donation