Past Events

June 10, 2025 EPC Happy Hour w/ Philadelphia, Bucks, Montgomery, Chester, Southern New Jersey & Delaware State
N/A
April 17, 2025 Delaware & Chester County EPC Joint Post Tax Social
N/A
March 11, 2025 ETHICAL CONSIDERATIONS OF AI: THE GOOD, THE BAD, AND THE MISTAKES
Azish Filabi, J.D., MA - The American College
February 11, 2025 Updates from the Orphans' Court and Register of Wills
Judge Rachel Ezzell Berry & Vincent A. Rongione, Esq.-Register of Wills and Clerk of the Orphans
January 14, 2025 Finding A Fiduciary With Limited Choices
Kate Crary, Esq. - Gadsden, Schneider & Woodward, LLP
December 10, 2024 DCEPC HOLIDAY PARTY
November 13, 2024 Optimizing Insurance Strategies in a Changing Landscape
Michael DeFillipo, CLU, ChFC - 1847 Private Client Group
October 8, 2024 Finding A Philanthropic Solution That Works For Your Clients
Cynthia Pritchard - Wells Fargo Bank , N.A.
September 10, 2024 Qualified Small Business Stock Planning
Joseph M Armstrong, Esq. of Offit Kurman
June 4, 2024 Joint EPC Happy Hour with Six Local Councils
April 18, 2024 Understanding and Leveraging Life Insurance as an Asset Class or Shaking Off Buy-Sell Agreements and Life Insurance for Business Owners
See Event Notices
April 18, 2024 Delaware & Chester County EPC Joint Post Tax Social
N/A
March 12, 2024 Factors That Influence the Roles of Women in Business Owning Families.
Adrienne Penta & Benjamin Persofsky of Brown Brothers Harriman
February 13, 2024 Helping Adult Children Navigate Their Parents’ Advancing Dementia/Chronic Illness.
Chari M. Alson, Esq., Christina B. Roberts Esq. & Kathleen Breslin, MA., MS., Psy.D
January 9, 2024 CURRENT SCAMS & THE ELDERLY
Tanner Rouse, First Assistant District Attorney for Delaware County
December 12, 2023 HOLIDAY EVENT 12/12/2023
Complimentary Bar Courtesy of BRINKER SIMPSON & CO., LLP
November 14, 2023 Trusts-The Swiss Army Knife of Estate Planning
Edward L. (Ted) Perkins, Esq. of Gibson and Perkins
October 10, 2023 Piercing the Corporate Veil
Bob Burke, Esquire
September 12, 2023 Planning for the Millennial Millionaire
Beth Knight , Esq. and Matt D'Emilio, Esq.
April 20, 2023 Delaware County & Chester County EPCs Joint Social Event
N/A
March 7, 2023 Divorce and Estate Planning
Colleen Neary, Esq. of Sweeney & Neary and Jonathan Becker, Esq. of Eckell Sparks
February 7, 2023 State Tax Credit Programs-EITC, NAP: How Can Your Clients Give Back & Benefit Financially At The Same Time
Donna Urian, CPA-Fischer, Cunnane; Michael Shorr, Dept. of Community & Economic Development; Robert Dumont, local business owner
January 10, 2023 Charitable Giving with Complicated Assets
Trisha Hall, Esquire of Connolly Gallagher; Julia Boerth, Director of Gift Administration at PG Calc
December 6, 2022 HOLIDAY EVENT 12/6/22
November 15, 2022 Current Issues in Special Needs Trusts/Planning for Disability from Birth to Age 64
Dennis McAndrews, Esq. and Lesley Mehalick, Esq.
October 11, 2022 State Income Taxation of Trusts-PA, NJ, DE and Beyond
Richard Nenno, Esq. of Young Conaway and Bobbie Nenno Larkin of Glemmede Trust Co.
September 13, 2022 May the Force (of SECURE) Be With You - Secure Act Update
Samantha Wolfe, Esq.,- The Law Offices of Samantha K. Wolfe
April 21, 2022 Joint Post-Tax Social with CHESCO EPC
March 8, 2022 Update: Delaware County Orphans' Court, Register of Wills, Recorder Of Deeds
Robert A. Auclair, Esq. Recorder of Deeds; Rachel Ezzell Berry, Esq. Register of Wills; Cynthia A. McNicholas, Esq., Orphans' Court Judicial Law Clerk and Master
February 8, 2022 Multigenerational Decision Making in Estate Planning & Senior Living
Karyn Seace, Esq.,CELA, Nescio & Seace LLP, West Chester, PA & Maria Janoski, Esq., Janoski Law. West Chester, PA
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
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