Event Calendar

October 1, 2020
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
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
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
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
May 13, 2021 You Be the Appraiser
Kamelot Auctions, Bunch Auctions, Freeman's & Briggs Auctions
View Past Events