MICHAEL IVANKOVICH, GPPA, MPPA

Auctioneer, Personal Property Appraiser,Home Downsizing Specialist, Fund Raising Auctioneer

Michael Ivankovich Antiques, Auctions, & Appraisals, Inc., President
P.O. Box 1536
Doylestown, PA 18901

Office: 215·345·6094 * Cell: 215·264·4304
eMail: info@michaelivankovich.com
Web Site: www.HomeDownsizingConsultants.com

BACKGROUND: Michael is a licensed and bonded Pennsylvania Auctioneer and specializes in both Antiques and Fund Raising Auctions. In 2004 he was named Pennsylvania's Auctioneer of the Year by fellow Auctioneers. He is also a professional Personal Property Appraiser and is both a Graduate and Master Personal Property Appraiser (GPPA, MPPA), and is USPAP-certified. An Antiques Dealer for more than 30 years, he is a Past President of the Bucks County Antiques Dealers Association. Michael also works as a Home Downsizing Consultant, helping clients to move and downsize their homes. And as a Fund Raising Auctioneer he has been helping groups raise needed funds for good causes for more than 20 years. He has authored more than 20 books & eBooks in his areas of specialty, and his latest book "Home Downsizing in 4 Easy Steps" is available on Amazon.com. Michael holds a B.S. in Finance from Rider University and is widely sought after as an area speaker.

DAVID A. EMERY, CFP®, CDFA™, CCPS

Vice President, The Marshall Financial Group, Inc.

Phone: 267-898-0534
eMail: EmeryD@univest.net

BACKGROUND: David A. Emery, Vice President of The Marshall Financial Group, Inc., graduated from Lehigh University with a Bachelor of Science in Mechanical Engineering. He furthered his education at Baldwin Wallace College, earning his Masters of Business Administration.

Prior to entering the financial planning profession, Emery was employed by The Torrington Company, a division of Ingersoll Rand. He transitioned to a career in financial planning in 1997, gaining experience at both Prometheus Capital Management Corporation and at Univest Bank & Trust Company. He earned his Certified Financial Planner™ designation in 2003.

Emery has extensive expertise in helping families reduce the costs associated with educating their children and in helping divorcing clients understand the equitable distribution of marital assets and the unique financial challenges resultant from divorce. His technical training in these two areas is reflected in his Certified College Planning Specialist (CCPS) and Certified Divorce Financial Analyst (CDFA™) credentials.

Emery has served on the board of the Philadelphia Area Chapter of The Financial Planning Association, on the alumni association board of Lehigh University's Chi Phi fraternity, and on the board of C.B. Cares, a non-profit organization focused on the betterment of Central Bucks County's youths. He has also served as an Elder of Lenape Valley Presbyterian Church and has been an active member of the Association of Divorce Financial Planners, the Bucks County Estate Planning Council and the National College Advocacy Group.

SUSAN E. FISHER, CFP®, CGPA

Vice President, Trust
First Savings Bank of Perkasie

Phone: 215.258.3113
eMail: sfisher@firstsavingsonline.com

BACKGROUND: Susan E. Fisher, the Vice President of Trust at First Savings Bank of Perkasie, provides financial planning, consulting and investment service to her clients throughout the Bucks and Montgomery Counties. Her areas of specialty include charitable planning for the donor and nonprofit community, women's investment and financial planning and Trust services to those desiring living trusts, testamentary trusts or other fiduciary services. Susan spent sixteen years as a classroom instructor and enjoys speaking to groups desiring either a lecturer or a facilitator.

Susan is a CERTIFIED FINANCIAL PLANNERTM™ who specializes in charitable and estate planning, holistic financial life planning and investment management.
Susan serves on the Executive Board of the North Penn YMCA, is a member of the Bucks County Estate Planning Council, the Financial Planning Association and the Partnership for Philanthropic Planning of Greater Philadelphia. Susan has a Bachelor of Science Degree in Business Administration from Houghton College in New York, a Master's Degree in Education from Chestnut Hill College in Philadelphia and a Certified Gift Planning Associate designation as well. Susan holds a Pennsylvania Life and Health Insurance License, the Series 6, 7 and 63 securities licenses and is a CERTIFIED FINANCIAL PLANNER™.

RICHARD L. NEWMAN, ESQUIRE

Law Offices of Richard L. Newman
PO Box 1260
Southampton, PA 18966

Phone: 267-288-5765
eMail: rich@Newmanelderlaw.com

BACKGROUND: Richard L. Newman has been practicing law for over 23 years. He currently focuses on Elder Law and Special Needs Planning. Richard's Elder Law practice consists of helping Seniors protect assets from the exorbitantly high costs of long-term care. He also helps Seniors and their families prepare essential estate planning documents such as Wills, Financial Powers of Attorney and Health Care Powers of Attorney. In addition, Richard helps families who have children with special needs make the necessary plans and arrangements for those children to maintain their highest possible quality of life and protect their eligibility for necessary public benefits. Richard is a Phi Beta Kappa graduate of Temple University and a graduate of Temple University's School of Law. He is a member of the National Academy of Elder Law Attorneys and the Pennsylvania Academy of Elder Law Attorneys. He is also a member of the Academy of Special Needs Planners. Richard currently teaches a course titled "Legal Issues Affecting Today's Retirees" at the Center for Learning in Retirement, which is located on the campus of Delaware Valley College. He is also currently the Vice President of the Doylestown Rotary Club.

ALAN OPENSHAW, LLB

Senior Loan Officer
Cornerstone Lending Inc
720 Second Street Pike, Suite 104
Southampton, PA 18966

Office: 215-953-0800 * Cell: 267-992-7276
eMail: aopenshaw2@gmail.com
Website: www.cornerstonelending.com

BACKGROUND: Alan is a licensed Pennsylvania Mortgage Originator with over 10 years experience. During that time Alan has provided invaluable services to clients from first time home-buyers to savvy investors as well as seniors seeking Reverse Mortgage assistance. Alan has provided credit repair, debt consolidation and debt settlement counseling to his clients as well as negotiating debt settlements, loan modifications and short sales. He has also provided mortgage financing for hundreds of customers. Alan has provided local organizations with seminars on Reverse Mortgages, short sales and renovation financing and expects these to be hot topics for 2011. Alan has a law degree from Sheffiield University and has been a guest speaker on Money Matters TV.

DEBBIE GOETZ

Public Relations and Media Relations Consultant, Copywriter/Editor, Social Media Professional

Debbie Goetz Media Connections, LLC
1518 Spearmint Circle
Jamison, PA 18929

Phone: 215-630-5408
Email: dgoetz@dgmediaconnections.com
Website: www.dgmediaconnections.com

BACKGROUND: Debbie Goetz is the founder and president of Debbie Goetz Media Connections, LLC, established in 2010. Debbie has a Masters Degree in Business Administration from Temple University and over 25 years of business experience in New York City, Bucks and Montgomery Counties, and Philadelphia. Debbie Goetz Media Connections helps small to mid-sized businesses, individuals and non-profit organizations communicate effectively and cultivate favorable relations with their key target audiences. Debbie helps her clients tell their stories and get noticed by a variety of media outlets including print, radio, television, online, and social media.

Debbie's interpersonal skills and her ability to connect with both media people and clients are an important part of her work. Her strengths in public relations, interpersonal communications, and research enable her to assist clients with varied public relations and media relations projects, both large and small. Debbie is the consummate networker and business professional, bringing her connections to both clients and to colleagues.

Debbie Goetz is a member of the Public Relations Society of America, the Central Bucks Chamber of Commerce, Business Networking International, the Women's Business Forum, Network Now and the Greater Jamison Business Association, where she serves on the Board of Directors. Debbie is actively involved with several non-profit organizations including the Ted Lindeman Outreach Foundation, where she serves as President of the Board of Directors.

Debbie resides with her family in Jamison, Bucks County, Pennsylvania.

J. BRYAN TUK, ESQ.

Shareholder
Fitzpatrick Lentz & Bubba, PC
4001 Schoolhouse Lane
Center Valley, PA 18034

Phone: (610) 797-9000 ext. 303
Email: btuk@flblaw.com
Web Site: http://www.flblaw.com

BACKGROUND:Bryan Tuk is a Shareholder in FLB’s Corporate, Business and Banking Group. Bryan’s practice is focused on the representation of privately held businesses and banking institutions and advises clients on issues of finance placement, business law, transactional matters and commercial lending law.

Bryan has significant experience in representing both lenders and borrowers in commercial loan transactions and workout and forbearance matters. In addition, Bryan also has experience representing clients with the sale and acquisition of real property, retail and mixed-use development, commercial leasing and tax-deferred exchanges.
The representation of small and family owned businesses offers many challenges from the standpoint of organizational dynamics, shareholder relations and day to day operational issues. Helping clients navigate these issues is more art than science.
Bryan is a graduate of Temple Law School (J.D., 2000), West Chester University (B.S., Business Management, 1996) and is a Central Bucks HS East alumni (Class of 1989).

GENE LEFFEVER
Facilitator & Proprietor

Interpersonal Dynamics
44 Centennial Ridge
Telford, PA 18969

Office: (215)-723-7985 Cell: (215)-805-4034
eMail: geneleffever@interpersonal-dynamics.com
Web Site: www.interpersonal-dynamics.com

BACKGROUND: Gene Leffever is the owner of Interpersonal Dynamics, established in 2007. His specialty is interpersonal communications and personal development for businesses, organizations, community groups, schools and athletic teams.

Gene works with groups in the tri-state area to help them enhance their skills in communications, leadership and teamwork. He accomplishes this through the use of a variety of experiential education techniques (learning by doing) and team building activities. His programs are designed to help group members connect better with one another in order to attain their goals. Gene customizes his approach and each of his programs to the individuals and groups he works with.

A strong proponent of the old adage, "Give a man a fish and he eats for a day; teach him how to fish and he eats for life," Gene has a Bachelors Degree in Business Administration from Delaware Valley College and is a member of the Central Bucks Chamber of Commerce, the Association for Challenge Course Technology, and the Association for Experiential Education.

Gene resides in Telford, PA with his wife and son.

MICHAEL KENDRICK

Register Fundraising Counsel, Nonprofit Management Specialist, Planned Giving Specialist

Kendrick Fundraising Solutions
President, Counsel
301 Ferris Lane
New Britain, PA 18901

Office: 215-345-5279 Cell: 917-224-4422
E-mail: fundraz33@gmail.com
Website: www.kendricknonprofit.com

BACKGROUND: Michael Kendrick is a registered Fundraising Counsel with the State of Pennsylvania and President of Kendrick Fundraising Solutions, established in 2006. Michael is a graduate of Millersville University and holds a certificate in Fundraising and Nonprofit Management from New York University. Michael gained his experience working for Millersville University, State University of New York - Purchase College, Lebanese American University, Bowman's Hill Wildflower Preserve and the American Red Cross.

Michael has significant national and international experience in all areas of fundraising with an emphasis in donor cultivation/stewardship and planned giving. Michael's interpersonal skills and ability to develop trusting relationships with donor's, assists him train nonprofit leaders and board members in obtaining major and planned gifts. Michael works with nonprofit organizations in updating their strategic and fundraising plans which then leads to more effective annual appeals, membership drives, special events and grant programs.

Michael is a member of the Association of Fundraising Professionals, Partnership for Philanthropic Planning, American Prospect Research Association, Doylestown Business and Community Alliance (strategic planning committee), Central Bucks Chamber of Commerce, Town and Country Player's (fundraising committee) and serves on the board of the Ted Lindeman Outreach Foundation.

Michael Lefkowitz, CBI, M&AMI

Founder and Managing Partner
Business Sales, Mergers and Acquisitions

Benjamin Ross Group
928 Jaymor Road
Suite A-110
Southampton, Pa 18966

Phone: 215-357-9694
E-mail: Michael@BenjaminRossGroup.com
Website: www.BenjaminRossGroup.com

BACKGROUND: Michael Lefkowitz is the founder of the Benjamin Ross Group, a business sales, mergers and acquisitions firm, a nationally recognized expert in buying and selling businesses and author of WHERE'S THE EXIT, an exit planning book for business owners. Michael has more than 20 years of merger and acquisition experience.

Michael has received the prestigious "Merger & Acquisition Master Intermediary" (M&AMI) designation from M & A Source, a division of the International Business Brokers Association. Only 68 people in the world hold this elite status. In addition, Michael is a Certified Business Intermediary (CBI), a highly regarded designation in the business brokers' field which involves extensive education and testing, and trains brokers in the International Business Brokers Association code of ethics.

Michael regularly presents Exit Planning seminars to various organizations to inform business owners that only 20% of businesses on the market actually sell and how all business owners should plan for the successful exit from their business years before they want to sell.

Michael is the President of the Pennsylvania Business Brokers Association, a member of the International Business Brokers Association, a member of the Institute of Business Appraisers and several Chambers of Commerce.

Howard Peck
Independent Licensed Insurance Broker
Medicare Specialist

Senior Insurance Solutions
Howard Peck
Owner/Principal Broker
PO Box 294
Green Lane PA 18054

Office: 267-923-5281
Cell: 610-633-1630
hnpeck@comcast.net
www.SRinsurancesolutions.com

BACKGROUND: Since 2003 Howard has focused his insurance practice on the Senior Marketplace. He has developed a natural passion for assisting Seniors and Retirees navigate through the complexity of Medicare. He has the exceptional ability to explain complex insurance concepts in a clear and concise manner so his clients understand all their options. Along with Medicare Supplements, Howard also sells Convalescent Care Insurance, Dental and Vision Plans and Senior Whole Life Insurance
Howard often speaks to Community Groups, Senior Centers and at Financial Planning Seminars about prudent Medicare Planning.. He is a member of the National Association of Medicare Supplement Advisors as well as the Upper Perkiomen and Upper Bucks Chambers of Commerce and volunteers at the Upper Perkiomen Meals on Wheels. Originally from Philadelphia, Howard graduated from St. Joseph's University with a BA in Marketing.