Past Events

June 15, 2020 Projecting Confidence, Credibility and Leadership on Camera: What Every Professional Needs to Know in the Era of COVID-19
March 10, 2020 “I have owned my business for many years, and I want out." A Panel Discussion on Business Transition and Succession Planning
Robert Simpson, CPA, MT; Daniel Gomez; William A Doyle, Esq.; & Brett David Sovine
Speaker: James J. Ruggiero, Jr., Esq. AEP
January 14, 2020 Planning for Legacy Must Touch Both Head & Heart-Can This Be Saved After Tax Reform?
Speaker: Philip Cubeta, Wallace Chair in Philanthropy, American College of FInancial Services
December 10, 2019 Annual DCEPC Holiday Party
November 12, 2019 Elder Law and New Guardianship Rules
Speaker: Linda Anderson, Esq. of Anderson Elder Law
October 15, 2019 Art Fakes and Forgeries - Trick or Treat
Speaker: Matthew Wilcox, Director Material Culture Auctions
September 10, 2019 Qualified Opportunity Zones: What They Are, Maximizing Tax Benefits, and Investment Considerations.
Speakers: Christine A. Reuther, Esq. and J. Patrick Killian, Director Delaware County Commerce Center
March 12, 2019 The Brave New World for Fiduciaries: Compliance and Cautionary Tales
Laura Solomon, Esq. & Juliana VanDuyne-King, Esq. of Laura Solomon & Associates
February 12, 2019 White Collar Fraud: Red Flags For Professionals and their Clients
Linda Dale Hoffa, Esquire
January 8, 2019 Charitable Giving and Ethics for Estate Planners and Financial Advisors: You be the Judge
Suzanne Friday, VP Legal Affairs the Council on Foundations
December 11, 2018 Holiday Party - Spasso's Restaurant Media, PA
November 13, 2018 MEDICARE 101
Ed Malloy, Malloy Advisers
October 9, 2018 Delaware County Orphans' Court Playbook: What You Need To Know-Covering New Rules, Regulations, and Day-to-Day Court Practice
Kristi M. Dick and Cynthia A. McNicholas, Esq.,,William G. Halligan, Esq. and Tim Lutes, Esq.Clerks of the Orphans' Court
September 11, 2018 Estate and Gift Tax Changes in the New Tax Act
Daniel B. Evans, Esquire, The Evans Law Firm
March 13, 2018 Employment Law-Hiring in the Commonwealth? Three Legal Considerations on the Forefront
Michael P. Avila, Esq. - Fisher & Phillips,LLP in Radnor, PA
February 13, 2018 Planning for Business Valuations
David C. Gates, President – Gates & Company
January 9, 2018 The Tax Cuts and Jobs Act of 2017: Winners, Losers, Skeptics and Soothsayers
Professor Christopher Woehrle of The American College of Financial Services, Bryn Mawr, PA
December 12, 2017 Holiday Party
November 14, 2017 Non Judicial Settlement Agreements in PA and DE, Trust Decantings and Mergers
W. Donald Sparks, II, Esq., Richards Layton & Finger
October 10, 2017 Estate Planning with Retirement Assets
Phil Zimmerman, CFP Merrill Lynch
September 12, 2017 Dept. of Labor Fiduciary Rules: Were Are We and What Should We Do Now?
John P. Quinn, Esq., & Samuel E. Cohen, Esq. of Marshall, Dennehey, Warner, Coleman & Goggin, PC
March 7, 2017 Divorce and Pension Election Planning
Lyn Schoenfeld, Esquire & Matt Morley, Esq.
February 7, 2017 Recent Developments in Asset Protection
John A. Terrill, Esquire
January 3, 2017 Ok. You've Prepared the Money for the Family, But Have You Prepared the Family for the Money?
Tom Rogerson, Senior Managing Director, Family Wealth Strategist, Wilmington Trust
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