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Concannon Miller Participates in Estate Planning for Women Event

Posted by Concannon Miller on May 9, 2018 8:00:00 AM

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Denise Hozza colorConcannon Miller Director Denise Hozza, CPA, CVA, is taking part in an upcoming panel discussion on financial and estate planning strategies for women.

The Diocese of Allentown is hosting the “Estate Planning for Women” event from 6 to 8 p.m. May 15 at DeSales University.

Hozza will offer advice on tax planning, estate planning, retirement and gifting strategies. Learn more about Concannon Miller’s Estate & Trust Services here.

Other panelists include attorney Beth Dobis Beers, financial advisor Claudia Wert and charitable giving expert Sheri Leo.

Tickets for the free event can be obtained by contacting Ginny Downey at 610-871-5200 ext. 2244 or

Topics: Events

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This communication is designed to provide accurate and authoritative information in regard to the subject matter covered. However, the general information herein is not intended to be nor should it be treated as tax, legal, or accounting advice. Additional issues could exist that would affect the tax treatment of a specific transaction and, therefore, taxpayers should seek advice from an independent tax advisor based on their particular circumstances before acting on any information presented. This information is not intended to be nor can it be used by any taxpayer for the purposes of avoiding tax penalties.

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