Steve

“Thank you for the email and for the terrific presentation yesterday. Numerous people came up to me throughout the retreat and remarked how much they enjoyed your presentation and how they found it be educational and relevant. Thanks again for taking the time to prepare and deliver such an interesting presentation and imparting some valuable skills. It was great re-connecting and seeing you.<br> Also, I’m on my way to the Elwyn Ball and will be sitting with a number of the members of the executive team. If it’s okay with you I was thinking of mentioning you and your focus on estate and financial planning for special needs, and suggest to them a potential speaking engagement. My husband recently hosted an event for about 25 of their top donors at the Philadelphia Museum of Art and we were thinking that a similar event coupled with a planning for special needs component would be of interest. Please let me know your thoughts.”

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Stephanie Saunders, Esq., Associate, Chimicles Schwartz Kriner & Donaldson LLP

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Susan P. Mucciarone (Former Executive Director of Private Wealth, Glenmede Trust Company)