Metro Philly Suburbs | July 28, 2026
Warren M. Bergstein, CPA, AEP, was featured in Metro Philly Suburbs in “Spotlight: Planning for the Unexpected.” In the article, Warren discusses how a personal health scare prompted him to take a fresh look at his own planning and revealed that even well-prepared individuals can have outdated, incomplete or overlooked financial and estate-planning matters.
He also explains the thinking behind Planning for the Unexpected: helping individuals and families revisit objectives and documents, identify gaps, and connect with the legal, financial and other professionals needed to bring their planning current and aligned.