Rowley Financial Educational Series

 

**Upcoming Event**

To be announced


Rowley Financial Education Series - Real Estate

 

  

We had the pleasure of speaking with Wendy Stauffer from Kingsway Reality in Lancaster County. Wendy has been a Realtor® since 1994 in the Lancaster and has been emerssed in the county all her life. Wendy gives her thoughts on the current climate of the real estate market as well as answering questions on navigating these tricky times. With over 20 years of experience, Wendy has helped clients on both sides of the market intelligently avoid mistakes during one of life major moments in making a home.

 

 

Wendy Stauffer

[email protected]

(717)733-4777

https://www.kingswayrealty.com/agent-detail/Wendy-Stauffer/168453/

 

 

 

This presentation and any commentary or materials are provided for informational purposes and should not be considered an endorsement of any particular product or company. None of the information provided here should be considered investment, legal, tax, or accounting advice.

 


Rowley Financial Education Series - Attorney

 

 

We are pleased to announce our guest for the next Rowley Financial Educational Series is attorney Matt Grosh with May, Herr & Grosh. We cover Estate Planning and topics Matt frequently gets from clients.

 

Matthew A. Grosh is a partner at May Herr & Grosh LLP and practices in the areas of estate planning and administration, business law, nonprofit organizations and taxation. Matthew obtained his J.D. in 1999 from the Villanova University School of Law, where he also received an LL.M. in taxation in 2001. He had previously received a B.A. in Political Science magna cum laude from the Pennsylvania State University in 1995 and inducted into Phi Beta Kappa.

 

 

 

Matthew A. Grosh

[email protected]

(717)765-7886

https://www.mhglawfirm.com/

 

 

 

This presentation and any commentary or materials are provided for informational purposes and should not be considered an endorsement of any particular product or company. None of the information provided here should be considered investment, legal, tax, or accounting advice.

 


Rowley Financial Education Series - Taxes

 

 

Tax season comes up fast and being informed is key to navigate the ever changing laws or the U.S tax code. Building and growing wealth through proper allocation and portfolio management is focused on when preparing for retirement, but preserving wealth through efficient tax planning is just as important.

 

 

 

 

Our guest Steve Beachy is a CPA serving small and mid-sized businesses in and around Lancaster County, as well as individual tax clients. Mr. Beachy offers a variety of services including Business Consulting Tax Preparation and Accounting support. He will be covering important preparations needed for tax season as to not get caught off guard when the deadline approaches. We believe his years of experience, knowledge, and success lends wisdom as a valuable tool to educate our clients. 

  • Changes to be aware of when filing 2021 taxes
  • Itemizing vs. standard deductions
  • How long to keep documents
  • Tax brackets
  • When to pay quarterly taxes
  • IRS audits
  • Small business general topics

 

 

 

Steve Beachy CPA

[email protected]

(717)209-0094

https://www.stevebeachycpa.com/

 

 

 

This presentation and any commentary or materials are provided for informational purposes and should not be considered an endorsement of any particular product or company. None of the information provided here should be considered investment, legal, tax, or accounting advice.

 


Rowley Financial Education Series - Medicare

 

 

 

 

Our guest Tony Montgomery from Assured Partners took the time to speak with us about Medicare. Tony is an experienced Medicare Senior Plan Advisor with over 11 years of history working in the insurance industry.We touched on preparing for enrollment, choosing the correct plan, and navigating the constant changes in the medicare space. Tony's wealth of knowledge and expertise is a valuable tool for those preparing to navigate this new phase of life.

2021 Medicare Handout

 

Tony Montgomery

Assured Partners

[email protected]

(717)740-6535

https://www.linkedin.com/in/tonymontgomery1

 

 

 

This presentation and any commentary or materials are provided for informational purposes and should not be considered an endorsement of any particular product or company. None of the information provided here should be considered investment, legal, tax, or accounting advice.