Past Events
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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