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events and registration...
CCEPC EVENT CALENDAR 2010-2011
Please Note: All meetings begin at
5:30-8:00 and will be held at Hershey’s Mill Clubhouse
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September 16, 2010 |
“Economic Overview and Strategic Asset
Allocation Review” with Marcus Adams, Vice President and Wealth
Management Investment Manager, Wells Fargo Private Bank.
Sponsor: Wells Fargo Private
Bank |
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October 21, 2010 |
“Building Strategic Alliances that Will Take Your Business to New
Heights” with Beth Ruggiero, Climb High Consulting.
Sponsor: L. Robert Frame, Esq., Coldwell Banker Preferred |
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November 18, 2010 |
“Philanthropy in Estate Planning”
Panel with L. Peter Temple, Esq., David M. Frees, III, Esq., J.
Stoddard Hayes, Esq., and Louis N. Teti, Esq.
Sponsor:
Chester County
Community Foundation |
January 20, 2011
(snowdate
Jan. 27) |
CCEPC Holiday Gathering @ Gawthrop
Greenwood, PC.
Sponsor: Gawthrop Greenwood, PC. |
February 17, 2011
Past-President’s
DINNER: All CCEPC Past-Presidents are invited to attend,
compliments of CCEPC. |
“Ethical Issues We Face in Working with Clients with Diminished
Capacity" with Michele M. Mathes, JD, Education Director, Director
of Research Programs Center for Advocacy for the Rights and
Interests of the Elderly (CARIE).
Sponsor: Ruggiero Law Offices LLC |
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March 17, 2011 |
“Preparing for Your Quarter Million Dollar Old Age” with Carol A.
Barbour, CEO, President, Friends Life Care System.
Sponsor: Intervention Associates |
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April 21, 2011 |
"What’s the Value/Working with an
Auction Appraiser” with Samuel T. Freeman & Co. Sponsor:
NEEDED. |
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June 6, 2011 |
Golf
at Hershey’s Mill/Culture Outing at The Mill at Anselma.
Culture Sponsor - Belflint, Lyons & Shuman, P.A. Golf Sponsors
NEEDED. |
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Click
here for the CCEPC online registration site. At the site,
you can sign up for events
in a way that is quick, easy, and secure. You can also renew your
membership.
If you would prefer to pay by check, please:
(a) print out and complete a
dinner meeting sign-up form
and
(b) mail a check [made payable to "CCEPC" to:
Chester County Estate Planning Council
28 West Market Street
West Chester, PA 19382
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