Senior Lunch & Learn - Smart Steps for Account Planning

Name: Senior Lunch & Learn - Smart Steps for Account Planning
Start: 2025-09-10T11:15:00-04:00
Location: 100 Haynes St, Johnstown, PA, United States, Pennsylvania 15901

Schedule

Wed, 10 Sep, 2025 at 11:15 am

UTC-04:00

Location

100 Haynes St, Johnstown, PA, United States, Pennsylvania 15901 | Johnstown, PA

Learn how account types like single vs. joint ownership can impact future financial decisions, inheritance, and control. This class will also cover the importance of adding beneficiaries, using ITF (In Trust For) designations, and understanding the roles of Power of Attorney (POA) and Wills in estate planning.
Speakers:
Julie Mikolich, Assistant Vice President and Senior Personal Banking Officer, 1st Summit Bank
& Ken Szczur, Vice President and Relationship Banking, 1st Summit Bank
Y members only: This program is FREE however, space is limited so don’t wait to register!