Past Events
February 18, 2021 |
Economic Outlook
Ryotaro Tashiro, Federal Reserve Bank of Philadelphia |
January 14, 2021 |
How to Market Your Firm-Virtual Lunch & Learn
Kristen Stewart-Nousoma Communications |
November 12, 2020 |
Overview of Cares & Secure Tax Acts
Jack P. Garniewski, CPA/PFS, CFP, AEP, Family Office Solutions, LLC |
October 29, 2020 |
Opening the Door to Charitable Giving
David M. Frees, III, Esq., Unruh, Turner, Burke & Frees |
September 17, 2020 |
Current Events & Covid-Orphans Court Update
Hon. Katherine B.L. Platt & Hon. Bret M. Binder |
April 29, 2020 |
Virtual Lunch & Learn-Covid Edition
N/A |
March 11, 2020 |
Lunch & Learn: What's New In Your Shop?
N/A |
February 20, 2020 |
A New Form of Asset Protection Trusts-Past Presidents Dinner
Jonathan Blattmachr, Esq.-Pioneer Wealth Partners |
January 16, 2020 |
CCEPC Happy Hour
N/A |
December 3, 2019 |
CCEPC Holiday Party
N/A |
November 14, 2019 |
Transition by Design: Business Succession Planning
Susan P. Rounds, JD, CPA, LL.M, AEP, TEP-Deustche Bank |
October 24, 2019 |
The Morphing of Our Long Term Care Safety Nets
Linda Anderson, Esq-Anderson Elder Law. |
September 26, 2019 |
Recent Developments & Common Mistakes in Special Needs Trusts
Dennis McAndrews, Esq.-McAndrews, Mehalick, Connolly, Hulse, Ryan & Marone P.C. |
May 2, 2019 |
The Changing World of Estate Planning & Season End BBQ
Stephen McDaniel, JD, AEP, EPLS-NAEPC National Speaker, Williams McDaniel, PLLC |
April 18, 2019 |
Post Tax CCEPC Social
N/A |
March 21, 2019 |
Lunch & Learn What's New In My Shop
N/A |
February 21, 2019 |
Past Presidents Dinner-Wealth, Inheritance & the $40 Trillion Tsunami
David York, Esq., York Howell & Guymon, w/ Kathleen Wileczek, CPA, Umbreit Wileczek & Associates, Louis Teti, Esq., MacElree Harvey |
January 17, 2019 |
CCEPC Holiday Reception
N/A |
December 6, 2018 |
CCEPC Networking Happy Hour
N/A |
November 14, 2018 |
Joint Dinner with DEPC-An Analysis of Proposals Using Life Insurance with NAEPC National Speaker Lawrence J. Macklin, Esq., CPA, AEP.
Lawrence J. Macklin, Esq., CPA, AEP. |
November 1, 2018 |
Lunch and Learn: What's New In Your Shop
N/A |
October 11, 2018 |
Tax Act of 2017: Implications for NOW
Valerie Middlebrooks, CPA, Belfint Lyons and Shuman, Marjorie Belliotti, CPA, CGMA, Maillie, William Bennett Cooper, Esq., Fox Rothschild |
September 20, 2018 |
CCEPC 2018 Golf & BBQ-Tee It Up Golf
N/A |
May 7, 2018 |
Lunch & Learn Discussion: What’s New In My Shop
N/A |
April 19, 2018 |
CCEPC April Dinner: The Renaissance of Single-Stock Concentration Risk Management
Tom Boczar, Esq., LL.M., CFA & Nischal Pai, CFA, Intelligent Edge Advisors, NYC |
March 22, 2018 |
Membership Drive Happy Hour
N/A |
March 6, 2018 |
Coffee & Catch Up Discussion: What’s New In My Shop
N/A |
February 15, 2018 |
CCEPC February Past President's Dinner: Donor Advised Funds, Charitable Trusts & Private Foundations: What’s Best for Your Charitably Minded Client?
Robert P. Wermuth, CLU, ChFC, Legacy Planning Partners, Beth Harper Briglia, CAP, ChesCo Community Foundation, Jacqueline Motyl, Esq., Fox Rothschild, Cindy VanAmburgh, CAP, Vanguard Charitable |
January 17, 2018 |
CCEPC Holiday Reception
N/A |
November 16, 2017 |
CCEPC Membership Drive Happy Hour
N/A |
November 7, 2017 |
November Joint Dinner with DEPC: Wealth Management & Planning Across Generations
Matt Pritzkur & Robert Hart, CFP |
October 31, 2017 | CCEPC: Lunch & Learn |
October 19, 2017 |
CCEPC October Dinner: Perspectives on Health Care Directives
Dr. Elissa Miller, MD, Donna S. Taylor, NHA & Peter Temple, Esq. |
September 28, 2017 |
CCEPC September Dinner: Transition by Design: Successful Succession of Privately Held Businesses
Susan P. Rounds, JD, CPA, LLM., AEP, TEP, Deutsche Bank Trusts, Los Angeles, CA, NAEPC National Speaker |
May 17, 2017 |
CCEPC Annual Meeting & Season's End BBQ: Wills of the Rich and Famous
Edward Perkins, BA, JD, LLM, CPA, Gibson & Perkins |
April 20, 2017 |
CCPC April Dinner: Divorce and Estate Planning-Breaking Up is Hard to do
Jennifer Kosteva, Esq., John A. Terrill, Esq., Donna Urian, CPA., Kimberly J. Krzyzaniak, Esq. |
March 16, 2017 |
CCEPC Membership Recruitment Happy Hour
n/a |
February 16, 2017 |
CCEPC February Dinner: Top Estate Planning Trends
Denise Antonelli, Esq., Dean A. Walter's Esq., Michael Briglia, CPA, CFP., William Bennett Cooper, Esq. |
January 19, 2017 |
CCEPC Holiday Reception
n/a |
November 9, 2016 |
CCEPC + DE EPC Dinner: The State of the Arts Market
Carolyn Nagy, AVP, Sotheby's Philadelphia |
October 13, 2016 |
CCEPC October Dinner: Impact of Presidential Elections on the Markets
Mark Pouey, MBA |
September 29, 2016 |
CCEPC Membership Recruitment Happy Hour
A great networking opportunity to meet with influencers in the fields of investments, insurance, legal, accounting, banking. |
September 15, 2016 |
CCEPC September Dinner: Getting a Handle on Hoarding
Margit Novack, Moving Solutions |
June 14, 2016 | Elder Justice Day 2016 |
April 21, 2016 |
CCEPC April Dinner
Honorable Paula Francisco Ott |
April 21, 2016 | Board Meeting |
March 31, 2016 |
CCEPC Happy Hour and Membership Drive
n/a |
February 25, 2016 |
CCEPC February Dinner/Past Presidents
Gary Wagner |
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
Carol Kroch, Peter Reitmeyer, Jordon Rosen, CPA., Vincent Thomas, Esq. |
October 15, 2015 |
CCEPC October Dinner
Tim Holman, Esq. |
October 15, 2015 | Board Meeting |
September 10, 2015 |
CCEPC September Dinner
Joey Ann Fowkes, Betsy Joyce, CPA, MBA, MT, Stephen J. Olsen, Esq., L. Peter Temple, Esq. |
May 21, 2015 | Season's End: Annual Meeting & Social |
April 23, 2015 |
CCEPC April Board Meeting
Honorable Mark L. Tunnell |
April 23, 2015 |
Dementia & Family Feuds and Six Factors of Undue Influence
Honorable Mark L. Tunnell & John McKenna |
March 19, 2015 |
CCEPC March Board Meeting
Cindy Willison |
March 19, 2015 |
Overview of Chester County Dept. of Aging Services
Cindy Willison |
February 19, 2015 |
Persuasion Skills for Estate Planners & Trustees
David M. Frees, III, Esq. |
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!)
Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® |
November 14, 2014 |
Holding the Line on Taxes
See Attached for Speakers |
October 23, 2014 |
Smart Use of Technology to Support Communication Strategies for Clients
Robert P. Wermuth, CLU®, ChFC® |
October 23, 2014 | CCEPC Board Meeting |
October 14, 2014 |
Exploring Estate Planning Careers
Kathy Dean-Bradley, CPA; Michael B. Karwic, CFP, CRPC; Kurt Kunsch; Samuel S. Stroud, Jr., CFP |
September 25, 2014 | CCEPC Board Meeting |
September 25, 2014 |
Breaking Through the Implementation Impasse
Michael B. Karwic, CFP®, CRPC® |
May 22, 2014 | Year-End Social: Beer & Wine Tasting, BBQ, Antiques & Collectibles Appraisals |
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