Secure Act 2.0
Join your local estate planning council on Tuesday, November 19, 2024 in the Walnut Room at UPMC Williamsport, located at 700 High Street in Williamsport, for a discussion on the Secure Act 2.0 hosted by Mark Huffman, whose bio is below.
Registration and breakfast will begin at 8:30 with the presentation beginning at 9. There is no fee for members to attend this event.
CLE Credits will be offered for attorneys and CE credits for accountants are currently pending.
Mark Huffman has served as a dedicated Financial Advisor and wealth manager for over 30 years.
In January 2024, he was promoted to Resident Manager of the Williamsport Branch.
Mark’s commitment to giving back to the community is demonstrated by his community service. Currently he serves on the UPMC Susquehanna Health System Foundation board, the Economic & Community Growth Corporation of Lycoming County board, and the Harry Plankenhorn Foundation board.
Originally from Western Pennsylvania, after graduating from Clarion University with a Bachelor of Science finance, he moved to northcentral Pennsylvania thereby beginning his career.
Mark started his career by managing several regional bank trust departments for two decades. During this time, he graduated from the PBA Trust School at Bucknell University and ABA Graduate Trust School at Northwestern University.
In 2009, he left bank trust department management and started his wealth management practice at Merrill Lynch. Mark completed the three-year Professional Management Development program and worked there until 2017. During this time, he also obtained his Certified Financial Planner™ (CFP®).
In 2017, Mark moved his wealth management practice to Morgan Stanley where he is the Williamsport office branch manager and continues to serve high net worth individuals, families, and businesses.
Mark currently resides in Montoursville Pennsylvania with his wife Rebecca, and their three children Noah, Lily, and Andrew.
