Event Calendar

October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 29, 2020 Opening the Door to Charitable Giving
David M. Frees, III, Esq., Unruh, Turner, Burke & Frees
November 12, 2020 Overview of Cares & Secure Tax Acts
Jack P. Garniewski, CPA/PFS, CFP, AEP, Family Office Solutions, LLC
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
December 10, 2020 CCEPC Holiday Party
N/A
January 14, 2021 How to Market Your Firm-Virtual Lunch & Learn
Kristen Stewart-Nousoma Communications
February 18, 2021 Economic Outlook
Ryotaro Tashiro, Federal Reserve Bank of Philadelphia
April 22, 2021 Join Post Tax Social with Delaware County EPC
N/A
May 13, 2021 You Be the Appraiser
Kamelot Auctions, Bunch Auctions, Freeman's & Briggs Auctions
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