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Financial and Estate Planning Insights for an Uncertain Future

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The Visitor's Center at Washington Crossing Historic Park

1112 River Road

Washington Crossing, PA 18977

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WHYY invites you and a guest to a special panel discussion:

Financial and Estate Planning Insights for an Uncertain Future

A sound investment strategy and a thoughtful estate plan are the cornerstones of good planning – and your means to achieve your personal and philanthropic goals.

Our featured speakers have extensive experience helping individuals and families anticipate the future through careful, thoughtful planning.

Featuring keynote speakers:

  • Tracey Matisak, Moderator

  • Melissa V. Bond, Esq., Attorney at Law, Bond & McCullough

  • Henry B. Smith, Director, Co-Chief Investment Officer, The Haverford Trust Company


Wednesday, October 25, 2017

Reception – 5:30 pm

Refreshments and Hors d’oeuvres will be served

Program - 6:30 pm


PANELISTS

Tracy Matisak is an award-winning journalist, a dynamic speaker and trainer, and a seasoned program host. With more than 25 years of major market television and radio experience, Tracey has anchored numerous special projects for WHYY-TV/PBS in Philadelphia; she has also served as a regular guest host on WHYY’s Radio Times. Tracey is perhaps known for her work in television news, having worked for 12 years at FOX 29, Philadelphia. There, she anchored the live morning show Good Day Philadelphia and served as an anchor and reporter for FOX 29’s Ten O’Clock News.

Henry B. Smith has been with Haverford since 1991. Hank guides the firm’s efforts to ensure the quality, consistency, and implementation of the investment philosophy. He is the chairperson and a voting member of the Investment Selection Committee, and serves on the Board of Directors of The Haverford Trust Company. Hank is regularly sought to provide market commentary and industry insights by a variety of leading media outlets. He offers his insights on the impact and drivers of various economic indicators and trends.

Melissa Bond, a practicing estate attorney since 1982, has represented hundreds of clients in the Courtroom and conference and Board rooms throughout the region. Serving as Chairperson of the Bucks County Bar Association Orphans' Court Section for two terms and being appointed by Judges of Bucks County as Guardian of many elderly persons has given her a unique perspective and insight in the needs of both individuals and families.

If you have any questions, please contact Ellen Steele at esteele@whyy.org.

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The Visitor's Center at Washington Crossing Historic Park

1112 River Road

Washington Crossing, PA 18977

View Map

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