Past Events

May 2, 2019 Five Industry Trends Reshaping Financial Advice
Michael Kitces, Financial Planning
February 5, 2019 Estate Planning in a World of Rapidly Advancing Technology
Randi Siegel Weniger, Tara S. Sinha & Christine Socha Czapek
November 8, 2018 Estate Planning & Addiction Recovery: An Individualized Approach
J. Todd Barlow, MS, LPC, CAADC & John N. Schaeffer III, Esquire
October 25, 2018 "Will Your Client's Wealth Unify or Divide Their Family?"
Amy Castoro, President & CEO, The Williams Group
September 20, 2018 Tax Reform Briefing & Update
Douglas Stives, CPA
May 23, 2018 EPC at The Iron Pigs
May 10, 2018 Natalie Choate on "IRA Mistakes and How to Fix Them & Roth Immersion Workshop"
Natalie Choate
May 3, 2018 EPC Membership Renewals!!!!
May 2, 2018 EPC Board Meeting
February 15, 2018 Creative Strategies for Buying, Selling or Gifting a Business
Arthur Werner
February 7, 2018 EPC Board Meeting
November 9, 2017 It's Not Just Dementia - What Everyone Needs to Know About Mental Health in the Elderly
Steven Weisblatt, MD
November 1, 2017 EPC Board Meeting
October 12, 2017 The Next Tsunami - Charitable Giving with Non-Charitable Trusts ~ Joint program co-hosted by Estate Planning Council and Lehigh Valley Community Foundation
Al W. King III
September 21, 2017 Understanding Asset Protection in the 21st Century
Doug Lodmell
August 30, 2017 EPC Board Meeting
May 24, 2017 EPC at The Iron Pigs
May 22, 2017 "How will the New Administration's Policies Affect Business?"
Panel Discussion from Leaders throughout the Region
May 11, 2017 Annual Meeting & "Traps for the Unwary: Using Charitable Trusts in Estate Planning"
Richard Caputo
May 3, 2017 EPC Board Meeting
February 16, 2017 "How to Avoid Pitfalls in Preparing the PA REV-1500 Inheritance Tax Form & Managing the Estate"
Paul Dibert
February 1, 2017 EPC Board Meeting
November 17, 2016 Department of Labor Panel Discussion
Panel Discussion
November 15, 2016 LVCPO ~ "Postmortem Election Discussion, Now What?"
November 2, 2016 EPC Board Meeting
October 20, 2016 WEBINAR: "Charitable Strategies to Help Create & Protect Legacy"
Laura Malone, CAP, CEPA
October 17, 2016 LVCPO ~"Civilian Response to Active Shooter Events"
September 22, 2016 "What Every Advisor Needs to Understand about Life Insurance Perf & Mngt"
Bill Boersma
September 7, 2016 EPC Board Meeting
May 10, 2016 Annual Members Meeting & Recent Updates
Charles D. "Skip" Fox IV
May 9, 2016 LVCPO ~ Budget Crisis in Harrisburg: How the Budget Battle Affects the Lehigh Valely
Panel Discussion from Leaders throughout the Region and the State
April 20, 2016 NAEPC Webinar and AEP Promotion ~ "Grantor Trusts - Third Party and Grantor Debt: What are the effects during life and after death?"
Jonathan G. Blattmachr, Esq., AEP (Distinquished)
April 1, 2016 EPC ~ Membership Renewal
February 18, 2016 Tax Issues
Albert J. Vernacchio
November 12, 2015 "Modification of Trusts"
Bradley D. Terebelo, Esquire
October 15, 2015 "Digital Death - Managing your Digital Life Hereafter"
M. Holly Isdale, Founder of Wealthaven
May 13, 2015 Samuel Donaldson Bio~ May 13th Seminar
Samuel Donaldson
May 13, 2015 Annual Members Meeting & "Federal Tax Update" Seminar
Sam Donaldson
May 6, 2015 EPC Board Meeting
February 5, 2015 Beneficiary Designations - "How to get back at your family when you are gone? & The Death of Long-Term Insurance - "Now what?"
Paul S. Viren, CLU, ChFC, AEP(R)
February 4, 2015 EPC Board Meeting
November 12, 2014 Special Needs Trusts: An Overview For Financial And Legal Professionals
Dennis C. McAndrews, Esq.
November 5, 2014 EPC Board Meeting
September 24, 2014 Elder Abuse: Preventing Elderly Exploitation
David Jaskowiak & Diane Zabowski
September 10, 2014 EPC Board Meeting
May 15, 2014 Charitable Giving: Big Business - Big Benefits
Edward Beckwith
May 9, 2014 Join a Committee!!!
May 7, 2014 EPC Board Meeting
April 28, 2014 LVCPO ~ What Makes Lehigh Valley Such a Hot Spot for New Business
April 3, 2014 EPC Board Meeting
April 3, 2014 Estate Planning for Same-sex Couples
Benjamin L. Jerner, Esq. & Tiffany L. Palmer, Esq.
November 13, 2013 Business Succession Planning
Guy Matthews
November 6, 2013 EPC Board Meeting
September 18, 2013 Estate and Tax Planning for Distributions of IRAs & Qualified Plans
Michael W. Halloran, CFP, AEP, ChFC, CLU, LUTCF, RHU, REBC
September 11, 2013 EPC Board Meeting
June 30, 2013 Currently Accepting Membership Renewals for 2013-2014
May 15, 2013 CURRENT DEVELOPMENTS IN ESTATE PLANNING - DENNIS I. BELCHER, ESQ.
DENNIS I. BELCHER, ESQ.
February 6, 2013 Board Meeting
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