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Would you like to become a CCEPC member? |
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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...
| November 17, 2011 |
“Using Charitable Trusts in Estate Planning: Traps for the Unwary”
with Richard S. Caputo, Esq., Partner, Fox Rothschild LLP Sponsor: Chester County Community Foundation View Presentation Materials #1 and #2 |
| October 20, 2011 |
“Buy Sell
Agreements from the Business Appraiser's Standpoint" with Edward A.
Wilusz, AFA, CFA, Managing Director of Value Management, Inc. Sponsor: Belfint, Lyons & Shuman, P.A. View Presentation Materials |
| September 15, 2011 |
“The
Delaware Advantage: Asset Protection Trusts" with Jeffrey C. Wolken,
Esq., Vice President Wealth Advisory Services, Wilmington Trust Company View Presentation Materials |
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April 21, 2011
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“What's the Value/ Working with an Auction Appraiser” with Freeman's
Auctioneers. Sponsor: The Philadelphia Foundation View Presentation Materials |
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March 17, 2011
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“Preparing for Your Quarter Million Dollar Old Age” with Carol A.
Barbour, CEO, President, Friends Life Care System. Sponsor: Intervention Associates View Presentation materials |
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February 17, 2011 Past-President’s DINNER: All CCEPC Past-Presidents were 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)
and Charlie
Sabatino, American Bar Association Commission on Law and Aging Sponsor: Ruggiero Law Offices View presentation materials #1 and #2 |
| January 20, 2011 |
CCEPC
Holiday Party Sponsor: Gawthrop Greenwood, PC |
| November 18, 2010 |
“Philanthropy in Estate Planning”
Panel with L. Peter Temple, Esq., J.
Stoddard Hayes, Esq., and Louis N. Teti, Esq. Sponsor: Chester County Community Foundation View presentation materials |
| 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 View presentation materials |
| September 16, 2010 |
“Economic Overview and Strategic Asset
Allocation Review” with Marcus Adams, Vice President and Wealth
Management Investment Manager, Wells Fargo Private Bank and
Darrell Cronk, CFA, Senior Director of Investments-Northeast &
Penn/Del., Wells Fargo Private Bank. Sponsor: Wells Fargo Private Bank View presentation materials |
| April 22, 2010: |
Topic: Issues in Elderlaw
with Mary
M. Culley, Esq.,
Morris James, LLP Sponsor: BNY Mellon Wealth Management |
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March 18, 2010:
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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, 2010: |
CCEPC
Holiday Party Sponsor: Gawthrop Greenwood, PC |
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November 19, 2009:
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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... |
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October 15, 2009:
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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... |
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2008-2009 SEASON... |
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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... |
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OCTOBER 23, 2008: |
Psychology of Investing with Lynn Mander, First National Bank of Chester County Sponsor: Fisher Cunnane For program materials, Click here... |
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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 |
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JANUARY 22, 2009: |
CCEPC Holiday Reception Sponsor: Penn State Great Valley |
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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 |
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MARCH 26, 2009: |
Economic Outlook with Herb Taylor of Federal Reserve Bank of Philadelphia Sponsor: First National Wealth Management |
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APRIL 23, 2009: |
Antique Road Show: Appraisal Issues with Nick Vandekar Sponsor: Browyn L. Martin, MBA, CFS, CRPC, CMFC, Ameriprise Financial Services, Inc. |