Past Events
| January 11, 2022 |
Taxation in Uncertain Times-A Look at Current & Proposed Changes
Bob Simpson, CPA, MST, Andrew Brenner, CPA and Jonathan Sokoloff, Esquire |
| December 7, 2021 | Holiday Party at Media's Towne House |
| November 9, 2021 |
Addiction and Estate Planning
Corey Rabin, Esq., Advisor and Eric Webber, Senior Clinical Advisor from Caron Treatment Center |
| October 12, 2021 |
COVID-19 and Life Insurance Issues
Bruce H Sham, CLF, Special Journey Solutions; Christina Roberts, Esq., Breslin Murphy & Roberts Elder Law |
| September 14, 2021 |
Cryptocurrencies in Estate Planning
Gil Nusbaum, General Counsel at National Philanthropic Trust |
| March 9, 2021 |
PLANNING IN UNPRECEDENTED TIMES: SPOUSAL LIFETIME ACCESS TRUSTS (SLATS)
MARTYN S. BABITZ, JD. |
| February 9, 2021 |
PENNSYLVANIA AT THE CROSS-ROADS OF FILIAL SUPPORT LAWS
PROFESSOR KATHERINE C. PEARSON, PENN STATE DICKINSON LAW |
| January 12, 2021 |
HOW TO INCLUDE PHILANTHROPY IN YOUR CLIENTS' ESTATE PLAN: Tales From The Field
ALBERT RUSSO, SUZANNE BARTON, DAVID J. TOLL, ESQ. |
| December 9, 2020 |
2020 HOLIDAY DONATION EVENT
Benefiting CYS and Media Food Bank |
| November 10, 2020 |
VA BENEFITS-Veterans/Dependants/Survivors
MICHAEL J. LYNCH, CFP |
| October 23, 2020 |
ZOOM Committee Meeting
Panel |
| October 13, 2020 |
PHEW, PHEW, PHEW..... Paycheck Protection Program Panel Discussion
Stella Economidis, Tom Killion, Ken R. Kramer, Gianluca Santinelli & Moderator-Hollie McDonald |
| September 8, 2020 |
CAN WE TALK? Tackling Tough Topics with Clients, Co-workers and More.
Dena Lefkowitz, Esq., PCC |
| June 15, 2020 |
Projecting Confidence, Credibility and Leadership on Camera: What Every Professional Needs to Know in the Era of COVID-19
LAURA SICOLA, PhD |
| View Current Events |
