How to avoid common mistakes when creating an estate plan
We are pleased to invite you to be part of Surrey's exciting speaker series of expert panelists as they use famous examples to provide lessons to us all in our financial, legal, and estate plans.
4-4:30 pm
Registration and lite refreshments
4:30-6 pm
Program and Q&A
There is no charge for this presentation but a $20 donation to Surrey is recommended. For more information, email mkeykhah@surreyservices.org or call Dr. Mojdeh Keykhah at 484-843-2513.
Meet the Expert Panelists and Moderator

Linda Anderson, Esq., LLM, CELA,
Founder Anderson Elder Law, Certified Elder Law Attorney
Linda has been working in elder law for over 36 years. She has served in leadership roles for PAELA (Past President and current Director) and PBA Elder Law Section (Past Chair). She has been elected to ACTEC and is an invited member of the Special Needs Alliance. She founded Anderson Elder Law (“AEL”) in 2004.
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Kimberly J. Brumbaugh, LUTCF
Founder and Managing Partner
Kim is the Founder and CEO at Brumbaugh Wealth Management, LLC and has been in the industry over twenty-five years. After working for a large firm in Philadelphia, Kim started the firm in 2004 with a clear vision to build a team that puts the needs of their clients first and serves as a catalyst to get things done. Kim works closely with clients that have greater complexities in their finances, primarily executives of public companies and owners of privately held companies.
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Dennis McAndrews, Esq.
Founder & Managing Partner Emeritus McAndrews Law Offices P.C.
Mr. McAndrews regularly represents families and individuals in a variety of areas, including Special Education, Estate Planning, Estate Administration, Special Needs Trusts, Guardianship, Post-Litigation Planning, Personal Injury Settlement Planning, Title IX Representation, Right-to-Treatment cases and Abuse cases. He has developed a national reputation in each of these fields during his 40 year legal career, and has received the highest professional ratings for his competency and ethical standards, as well as multiple awards for representation of vulnerable individuals.

Tim Riddle
Managing Partner & CEO at Chartwell Investment Partners
Tim will moderate the panel discussion.
Tim Riddle has served as Surrey Board Chair since 2022.
Tim is the retired Chief Executive Officer of Chartwell Investment Partners, where he was responsible for the strategic planning of the firm. He is a founding partner of Chartwell and he served on the firm’s Executive, Investment and Compliance Committees. Prior to launching Chartwell in 1997, Tim was employed as a Senior Vice President at Delaware Investment Advisers. Prior to joining Delaware in 1986, he was the Director of Investments at Father Flanagan’s Boys’ Home. Tim also serves on the board of directors of the Gregorian University Foundation, the Devon Horse Show & Country Fair and on the Rubicam Foundation board.

