I enjoyed the kickoff of the website last night, it was very informative. As a CPA, I would like to know if I could provide some material to your website. I have given talks at local senior centers on Record-keeping and Document retention, as well as discussing "Taking Control of your Financial Affairs" to support groups for spouses and children with loved ones in Assisted Living Residence. I have a very keen interest in mature adult issues and would like to help where I can. I am developing an accounting practice that caters to those +50 years in age. I am an active licensed CPA in PA and live in Meadowbrook in eastern Montgomery county. I can be reached at 215-990-9023 or at razcpa@hotmail.com Thank you Bob Zipperlen

— Bob Zipperlen

Bob,

 

Thank you for offering your services.  I for on may want to refer some question to you that would be tax complicated beyond my current knowledge.

 

I also think that your Record Keeping and Document Retention documents would be good to have on the website as a link for people to see them and print them for your use.  If you have some written documents  on Taking Control of Your Financial Affairs that are relatively self explanatory these too may be useful on the site.  I would be willing to work with you and get them ready for use if they are not in an appropriate format.

 

I am sorry we did not meet last night and have a chance to talk but look forward to working with you.

 

Sol Levy