Past Events

September 14, 2023 Tax & Legal Trends Impacting Charitable Giving Techniques
Stephen Olsen, Esq.-Gawthrop Greenwood/Villanova University
May 16, 2023 Annual Meeting Social
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April 20, 2023 Joint Post-Tax Social With DELCO EPC
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March 23, 2023 Lunch & Learn: What's New In My Shop
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February 23, 2023 Senior Safe: Preventing Elder Financial Abuse & Past Presidents' Dinner
Katrina Boyer & Christina Kotsalos- PA Department of Banking & Securities
December 7, 2022 CCEPC Holiday Party
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November 2, 2022 Lunch & Learn: What's New In My Shop
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October 13, 2022 Dealing With Difficult Clients Panel
Mathew Gilbert, Esq.- Gadsden Schneider & Woodward, Denise Wine- Morgan Stanley Wealth Management, Robert Burke, Esq.- MacElree Harvey, Ed Fronczkowski, CPA- Maillie, Kevin Hott, CFP- Truist
September 15, 2022 Top 10 Challenges of Sudden Wealth
Michael Karwic, CFP, AEP, CRPC, CeFT- Sudden Money Institute
July 13, 2022 CCEPC Summer New Member Happy Hour
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May 19, 2022 Annual Meeting: You be the Appraiser
Kamelot Auctions & Bunch's Auctions
April 21, 2022 Joint Post-Tax Social with DELCO EPC
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March 17, 2022 Lunch & Learn: What's New in Your Shop
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February 17, 2022 Perspectives on Planned Giving Panel & Past Presidents Dinner
Beth Harper Briglia, CPA, CAP, Lou Teti, Esq., CAP, Joey Ann Fowkes, CAP, Daniel Valentino, CPA, Shane Johnson, CLU, ChFC
January 13, 2022 CCEPC New Member Weekend
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December 7, 2021 CCEPC Holiday Party
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November 10, 2021 Trends in the 2021 Art & Auctions Market
Alasdair Nichol
October 28, 2021 Estate Planning & Divorce Panel
Denise Antonelli, Esq, Michael Karwic, CFP, AEP, CRPC, CeFT, Carla Marino, Esq., Kathleen Wileczek, CPA
September 22, 2021 Planning for Those Getting Alzheimer's Panel
Chari M. Alson, Esq., CELA, Kristina Fransel, Bruce Sham, CLF, Rebecca Hobbs, Esq., CELA
June 29, 2021 CCEPC Year End Social
N/A
March 18, 2021 Virtual Lunch & Learn: What's New In My Shop
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
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March 11, 2020 Lunch & Learn: What's New In Your Shop?
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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
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December 3, 2019 CCEPC Holiday Party
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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
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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
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December 6, 2018 CCEPC Networking Happy Hour
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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
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May 7, 2018 Lunch & Learn Discussion: What’s New In My Shop
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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
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March 6, 2018 Coffee & Catch Up Discussion: What’s New In My Shop
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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
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November 16, 2017 CCEPC Membership Drive Happy Hour
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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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