Past Events

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
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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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