Estate Planning in the Pandemic Environment: Round Robin Discussion and Virtual Meet Up

Date: Thursday, June 11, 2020
Time: 5:00pm - 6:00pm
Location: Via zoom
Speaker: Andre McDonald, McDonald Law Firm; Charles Reichelt, John Hancock Retirement Plan Services; Patrick Shurney, 3P Consulting; Amy Uddeme, American Retirement Plan Servies; Beverly White-Seals, Howard County Community Foundation

ABOUT THE PROGRAM
Join us for a round-robin discussion on how planners in various disciplines are supporting their businesses and their clients in the pandemic environment. Participants will be divided into four smaller interactive groups to hear from professionals and discuss issues encountered from the legal perspective, as a result of the CARES Act, and how the philanthropic community is responding to the crisis facing many in our community.

The event will give you an opportunity to connect with Council members and their guests through informal conversation. Participants are encouraged to have happy hour libations and snacks on hand during the session.

You can add to the fun of the event, and support our good friends at Cured 18th and 21st, host of our usual in-person breakfast meetings, by ordering a specially-selected happy hour package directly from the restaurant. Order by 5 pm on Wednesday, June 10. All packages will be availabe for pick up by 2:30 pm on June 11. 

There is no charge for this event - the Council's first in the new virtual format - however we ask that you make a $25 donation that will be combined with others for a Council contribution to the Howard County Community Relief Fund.

DETAILS

‚ÄčABOUT THE FACILITATORS 
Andre O. McDonald is the founder and principal attorney at McDonald Law Firm, LLC. Mr. McDonald’s practice is focus in the areas of estate planning, special-needs planning, and Medicaid Planning. Mr. McDonald’s experience includes simple and complex estate planning strategies, State and Federal estate tax mitigation strategies, asset protection strategies, Maryland Medical Assistance Planning (Medicaid planning), probate and trust administration, adult guardianship, and Circuit Court and Orphans’ Court practice. Since Mr. McDonald was admitted to the Maryland Bar, in addition to managing a successful law practice, he has served as a volunteer attorney with the Pro Bono Resource Center of Maryland and the Bar Association of Baltimore City – Senior Legal Services, where he has helped Maryland low-income seniors with their estate planning needs. Mr. McDonald was appointed by Governor Larry Hogan, Jr. to serve on the Virginia I. Jones Alzheimer’s and Related Disorders Council.

Charles Reichelt is Regional Vice President, Mid-Atlantic Division for John Hancock Retirement Plan Services. He has more than 25 years' experience in the financial services industry where has earned numerous sales honors. Prior to joining John Hancock, Charles spent ten years with Transamerica Retirement Services, most recently as Regional Director. Charles will be joined by Amy Uddeme, President of American Retirement Plan Services. Ms. Uddeme has more than 20 years of experience as a pension consultant, working with clients and their financial consulatnats and accountants to create appropriate plans.

Patrick Shurney of 3P Consulting helps business owners improve profits by developing cash flow and working capital strategies. Patrick has 30 years of experience in the Banking/Finance industry. 

Beverly White-Seals is President and CEO of the Community Foundation of Howard County. She brings broad experience in the public, private, and philanthropic sectors and has positioned the organization as a hub for connecting philanthropic residents with local nonprofits to improve the lives of those living in Howard County, while also building a new leadership team and investing in better processes and systems.

                                                           

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