Past Events

May 2, 2019 The Changing World of Estate Planning & Season End BBQ
April 18, 2019 Post Tax CCEPC Social
March 21, 2019 Lunch & Learn What's New In My Shop
February 21, 2019 Past Presidents Dinner-Wealth, Inheritance & the $40 Trillion Tsunami
January 17, 2019 CCEPC Holiday Reception
December 6, 2018 CCEPC Networking Happy Hour
November 14, 2018 Joint Dinner with DEPC-An Analysis of Proposals Using Life Insurance with NAEPC National Speaker Lawrence J. Macklin, Esq., CPA, AEP.
November 1, 2018 Lunch and Learn: What's New In Your Shop
October 11, 2018 Tax Act of 2017: Implications for NOW
September 20, 2018 CCEPC 2018 Golf & BBQ-Tee It Up Golf
May 7, 2018 Lunch & Learn Discussion: What’s New In My Shop
April 19, 2018 CCEPC April Dinner: The Renaissance of Single-Stock Concentration Risk Management
March 22, 2018 Membership Drive Happy Hour
March 6, 2018 Coffee & Catch Up Discussion: What’s New In My Shop
February 15, 2018 CCEPC February Past President's Dinner: Donor Advised Funds, Charitable Trusts & Private Foundations: What’s Best for Your Charitably Minded Client?
January 17, 2018 CCEPC Holiday Reception
November 16, 2017 CCEPC Membership Drive Happy Hour
November 7, 2017 November Joint Dinner with DEPC: Wealth Management & Planning Across Generations
October 31, 2017 CCEPC: Lunch & Learn
October 19, 2017 CCEPC October Dinner: Perspectives on Health Care Directives
September 28, 2017 CCEPC September Dinner: Transition by Design: Successful Succession of Privately Held Businesses
May 17, 2017 CCEPC Annual Meeting & Season's End BBQ: Wills of the Rich and Famous
April 20, 2017 CCPC April Dinner: Divorce and Estate Planning-Breaking Up is Hard to do
March 16, 2017 CCEPC Membership Recruitment Happy Hour
February 16, 2017 CCEPC February Dinner: Top Estate Planning Trends
January 19, 2017 CCEPC Holiday Reception
November 9, 2016 CCEPC + DE EPC Dinner: The State of the Arts Market
October 13, 2016 CCEPC October Dinner: Impact of Presidential Elections on the Markets
September 29, 2016 CCEPC Membership Recruitment Happy Hour
September 15, 2016 CCEPC September Dinner: Getting a Handle on Hoarding
June 14, 2016 Elder Justice Day 2016
April 21, 2016 CCEPC April Dinner
April 21, 2016 Board Meeting
March 31, 2016 CCEPC Happy Hour and Membership Drive
February 25, 2016 CCEPC February Dinner/Past Presidents
February 25, 2016 Board Meeting
January 28, 2016 CCEPC Holiday Party - Snow Make-Up Day
January 21, 2016 CCEPC Holiday Party
November 12, 2015 CCEPC November Dinner
October 15, 2015 CCEPC October Dinner
October 15, 2015 Board Meeting
September 10, 2015 CCEPC September Dinner
May 21, 2015 Season's End: Annual Meeting & Social
April 23, 2015 CCEPC April Board Meeting
April 23, 2015 Dementia & Family Feuds and Six Factors of Undue Influence
March 19, 2015 CCEPC March Board Meeting
March 19, 2015 Overview of Chester County Dept. of Aging Services
February 19, 2015 Persuasion Skills for Estate Planners & Trustees
February 19, 2015 CCEPC Board Meeting
January 15, 2015 Holiday Reception
November 20, 2014 What I Would Want to Know About the Life Insurance Business If I didn't Already Know It (Or at Least Thought I Did!)
November 14, 2014 Holding the Line on Taxes
October 23, 2014 Smart Use of Technology to Support Communication Strategies for Clients
October 23, 2014 CCEPC Board Meeting
October 14, 2014 Exploring Estate Planning Careers
September 25, 2014 CCEPC Board Meeting
September 25, 2014 Breaking Through the Implementation Impasse
May 22, 2014 Year-End Social: Beer & Wine Tasting, BBQ, Antiques & Collectibles Appraisals
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