600 J Eden Road
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.
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.
Home Instead owner John Gibble spoke with us about the importance of relationships in personalized home care. He discusses the types of care, when to begin the process, and how families can find support with the aging process for loved ones. His 10 years of experience with Home Instead is seen in his compassion and communication; highlighting the importance of trust and relationships.
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.
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
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.
Steve Beachy CPA