Please join us on May 9 for a complimentary educational event at the Radnor Hotel (eligible for 1 CPE credit).

The Art & Science of Business Valuations
presented by Frank Merenda,ASA, CVA, CMEA, BCA, MSCHE

Tuesday, May 9 | 8:30 to 10:30 am
8:30 to 9:00 am
Light breakfast & Networking

9:00 to 10:30 am
Program with Q&A

Radnor Hotel
(Garden Room)
591 E. Lancaster Ave.
St. Davids, PA 19087

This complimentary program is presented free of charge by St. Clair CPA Solutions.
Your guests are welcome. Advance registration is required. Click below to register.

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Do you know...
What is a Business Valuation?
Why you would need a Business Valuation?

Join us at this informative presentation to learn about these important topics:
  • How does a Business Valuation benefit my business and estate?
  • How is value defined?
  • How is value calculated?
  • Who performs a Business Valuation?
  • What are Discounts?

As President and CEO of EAC Valuations, LLC, a full-service appraisal firm, Frank Merenda and his staff have provided a wide variety of valuations, including Business Enterprise and Business Equity valuations for Gift and Estate Planning, Financing, Buy/Sell Agreements, Deferred Compensation and Corporate Planning. They have also provided Fair Value (Purchase Price Allocations for GAAP and IRS) appraisals for Intangible Assets and Fair Market Value appraisals of Real Estate, Inventory, and Equipment for Property Tax, Insurance and Financing. Frank is highly experienced and will allow time for your questions. This program will be very valuable for all business owners.

Frank Merenda
Frank earned his Master of Business Administration in Finance and Accounting, and Master of Chemical Engineering degrees from Rutgers University in New Jersey. He is certified by the National Association of Certified Valuators and Analysts (NACVA) as a Certified Valuation Analyst (CVA) for business enterprise/equity valuations and intangible assets. He has been accredited by the American Society of Appraisers (ASA) for machinery and equipment appraisals, He also serves on the Education Committee of the International Society of Business Appraisers (ISBA).

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A Secure Strategy for Retirement Savings: Understanding Medicare plus How to Bridge the Income Gap
Join our two expert speakers to learn:
  • How to protect your assets by maximizing Medicare, and
  • How to protect yourself against outliving retirement savings with guaranteed income for life

9:00-9:30 am Continental Breakfast & Networking
9:30-11:00 am Program
GPCC Empowerment Room
200 S. Broad St., Suite 700
Philadelphia, PA 19102

Complimentary light breakfast.Your guests are welcome.

Understanding Your Medicare Options:
What Baby Boomers Need to Know A
bout Medicare Parts, Plans and MediGap
presented by Medicare Specialist Kristen Druger

What do you know about your Medicare options?
Most "baby boomers" will face Medicare decisions with little understanding of the differences between Medicare Parts, Plans and MediGap--yet there are benefits and pitfalls that you should know about before enrolling. Kristen Druger has been helping people maximize Medicare for two decades. She will explain:
  • Who is eligible for Medicare?
  • What are my coverage options?
  • When can I enroll?
  • What are my next steps?
  • Once I am covered by Medicare, how could I save money?
  • Where can I find more information?
St. Clair CPA Solutions is presenting this topic -- back by popular demand--to help our clients and friends protect their assets by understanding how Medicare relates to healthcare coverage. With healthcare expenses rising, this is information that everyone approaching or eligible for Medicare needs to know.

Protecting your assets is one part of a secure strategy for retirement savings--understanding how to bridge the income gap is equally important for people planning for or approaching retirement. This complimentary program will also include:

A Secure Strategy for Retirement Savings: Bridge the Income Gap with Guaranteed Lifetime Income
presented by Ryan Tyrell,Registered Representative
Director, Insurance and Annuity Services, St. Clair CPA Solutions

Will you outlive your retirement savings? Will Social Security provide sufficient income for your lifestyle if your savings run out? Are these questions keeping you up at night? According to a new survey, you're not alone: 56% of Americans lose sleep worrying about retirement.

Historic volatility in the financial markets, compounded by the risk of outliving retirement savings, has many people wondering how they will maintain their quality of life in the years ahead. Annuities offered by various insurance companies can be a valuable financial strategy to earn retirement income and achieve long-term objectives, including:
  • Accumulate tax-deferred savings to generate a "secondary pension" of guaranteed income payments for your life or the life of your spouse
  • Save for one or more specific retirement goals
  • Leave a probate-free legacy to beneficiaries.
Insurance specialist Ryan Tyrell will explain how annuities now provide strategies uniquely designed to offer tax-deferred savings plus potential interest growth.

There is no charge for this complimentary presentation with light breakfast, but as seating is limited, reservations are required. Family and friends are welcome!

About Kristen Druger

Kristen Druger is a licensed agent and has extensive training in Medicare Supplemental Insurance, Health Insurance, Long Term Care, Life Insurance, Annuities and Disability programs since 2005. She is licensed in PA, NY, NJ, VA, MD, and DE.
She meets personally with clients to understand and assess a each individual's needs for Medicare services. Clients and colleagues turn to Kristen for professional leadership, guided by her lifelong dedication to integrity and service.

About Ryan Tyrell

As a Registered Representative, Ryan's registrations allow him to specialize in assisting clients with many services, including disability and life insurance, asset and mortgage protection, and macro/micro planning.Clients trust Ryan for guidance in structuring well-balanced portfolios, and to be proactive in helping them achieve their financial objectives. He is dedicated to building relationships, serving his
clients with integrity and independent planning services, and to exceeding clients' expectations.

If you have questions about this event or need registration assistance, please contact Marsha Brown at 610.862.1998 or 856.482.5600, or email