Home
About CCEPC
Events & Registration
Membership
Membership
Listing
Sponsorship Opportunities
Past Meetings
Resources
Our Sponsors
Golf & Culture Outing
Continuing
Education Credit
Contact Us
|
Would you like to become a CCEPC member? |
|
CCEPC 28 West Market Street West Chester, PA 19382 610-696-8211 (t) 610-696-8213 (f) info@chescoepc.org www.chescoepc.org |
PAST MEETINGS...
| April 22, 2010: |
Topic: Issues in Elderlaw
with Mary
M. Culley, Esq.,
Morris James, LLP Sponsor: BNY Mellon Wealth Management |
|
March 18, 2010:
|
Topic: Local Estate Sales & Appraisals
with
Carolyn B. Nagy, Sotheby’s Philadelphia Sponsor: Sotheby's Philadelphia |
| February 18, 2010: |
Past Presidents Dinner All CCEPC Past-Presidents are invited, compliments of CCEPC. Topic: Post Mortem Tax Elections with Jeremiah W. Doyle of Boston, BNY Mellon Wealth Management Sponsor: Ruggiero Law Offices, LLC Materials from the Meeting: PowerPoint | Handouts |
| January 14, 2009: |
CCEPC
Holiday Party Sponsor: Gawthrop Greenwood, PC |
|
November 19, 2009:
|
Topic: Effective Use of Delaware Trust Law for Personal Trusts with Tom Forrest, Personal Trust Services Division, Charles Schwab Bank Sponsor: Lou Horvath, Intervention Associates
Information on Speaker:
Click here... |
|
October 15, 2009:
|
Creating a Living Legacy
with
Ray Omholt, Legacy
Profiles, Inc.
Sponsor: Chester
County Community Foundation |
| September 17, 2009: |
Slicing and Dicing of Trustees Duties - When and How to Use Directed
Trusts
with Peter Gordon, Esq., Gordon, Fournaris &
Mammarella Sponsor: L. Robert Frame, Esq., Coldwell Banker Preferred Information on speaker: Click here... For program materials, Click here... |
|
2008-2009 SEASON... |
|
|
SEPTEMBER 18, 2008: |
Strategic Positioning of the Family Business & Wealth with Mark Hasenauer & Joseph Fahey of Wachovia Sponsor: Wachovia Trust of Pennsylvania For program materials, Click here... |
|
OCTOBER 23, 2008: |
Psychology of Investing with Lynn Mander, First National Bank of Chester County Sponsor: Fisher Cunnane For program materials, Click here... |
|
NOVEMBER 20, 2008: |
Current Issues, Trends and Perspectives with The Honorable Paula Ott, President Judge of the Court of Common Pleas Sponsor: Gawthrop Greenwood, PC |
|
JANUARY 22, 2009: |
CCEPC Holiday Reception Sponsor: Penn State Great Valley |
|
FEBRUARY 26, 2009: |
Past-President's Dinner All Past CCEPC Presidents are invited. Estate Planning with Alternative IRA Strategies with Carl Fisher of Entrust Sponsor: Ruggiero Law Offices | Program Materials |
|
MARCH 26, 2009: |
Economic Outlook with Herb Taylor of Federal Reserve Bank of Philadelphia Sponsor: First National Wealth Management |
|
APRIL 23, 2009: |
Antique Road Show: Appraisal Issues with Nick Vandekar Sponsor: Browyn L. Martin, MBA, CFS, CRPC, CMFC, Ameriprise Financial Services, Inc. |