Past Events

May 15, 2024 Annual Meeting and Potpourri of Estate Planning Considerations for Modern Families
Kim Kamin, Esq
February 7, 2024 The Power in Discovering a Client's Money Story
Jay Cherney, Ph.D.
November 29, 2023 Estate and Elder Care Planning: Where They Intersect and Diverge
Elizabeth Forspan, Esq.
October 17, 2023 Economic Outlook & Developments in Residential & Commercial Real Estate
Ryo Tashiro & Kali Aloisi
September 19, 2023 Retirement & Estate Planning in Challenging Times
Steven Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®
May 17, 2023 EPCLV Annual Meeting & Creative Charitable Planning with Noncash Assets
Bryan Clontz
May 5, 2023 Board Meeting
Annual Meeting Preparations Followed by Social Hour
January 26, 2023 How to Avoid and Manage IRS Audits
Michael Gregory
November 10, 2022 Life Settlement and Policy Valuation Solutions for Estate and Tax Planning Professionals
Jamie L. Mendelsohn
November 10, 2022 EPCLV Board Meeting
Social Lunch Included
October 20, 2022 Introduction to ESG Investing and Diversity Considerations in Investing
Bikram Chadha
September 21, 2022 Important Issues in Modern Trust Design
Lawrence J. Macklin, AEP
September 13, 2022 EPCLV Board Meeting
Strategic Planning Session
May 25, 2022 EPCLV Annual Membership Meeting with Martin Shenkman Presenting
Martin Shenkman
February 10, 2022 Ryotaro Tashiro presents an Economic Outlook & Market Analysis
Ryo Tashiro & Kali Aloisi
November 11, 2021 "Financing Long Term Care for War Time Veterans" and "Your Digital Legacy"
Linda M. Anderson, Esq.
October 7, 2021 “Charitable Planning in a Time of Uncertainty” AND “Ethical Considerations in Talking with Clients about Charitable Giving Options.”
Laura Hansen Dean, J.D., Attorney at Law
August 31, 2021 Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
May 27, 2021 EPCLV Members Virtual Networking Event
Co-hosts: Julie Knight, CFP®, CLTC®, CDFA & Erika Riddle Petrozelli, CPA
May 13, 2021 Annual Meeting & "Recent Tax Developments for Estate Planners"
Sam Donaldson, Esq.
April 23, 2021 Post-Election Estate Planning: The Tsunami Continues to Roll In
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
March 3, 2021 EPCLV Members Virtual Networking Event
Co-hosts:Julie Knight, CFP®, CLTC®, CDFA &Louis G. Mammana, CFP®, CLU®
February 18, 2021 Top Ten Estate Planning Lessons from Celebrities
Eido M. Walny, Atty, AEP®, EPLS
January 29, 2021 EPCLV Members Virtual Networking Event
Host - Julie Knight, CFP®, CLTC®, CDFA
January 29, 2021 Growing Your Business and Network in a Virtual World: A Multidisciplinary Panel Discussion REPLAY
Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
November 18, 2020 EPCLV Members Virtual Networking Event
Host - Julie Knight, CFP®, CLTC®, CDFA
September 22, 2020 Annual Meeting & Steven Siegel presents "Is Estate Planning Dead"
Steven Siegel
May 28, 2020 EPC Membership Renewals!!!!
May 14, 2020 Annual Meeting RESCHEDULED due to COVID-19 to Sept 22, 2020.
NOTE: Samuel A. Donaldson, JD, LLM - RESCHEDULED to MAY 13, 2021
February 20, 2020 "Life Settlements" & "Charitable Giving Strategies Under 'New' Tax Law"
Jack Elder, Coventry & Lois Gabin-Legato, Philadelphia Foundation
November 21, 2019 Estate Valuations of Art, Antiques, and Jewelry, a Fiduciary's Playbook
Amy Parenti, VP Trusts and Estates, Freeman Auction, and Ben Farina, VP Appraisal's, Freeman Auction
October 24, 2019 Advising Clients Through the Toughest Times of Life
Ken Florian, BA, MTS
September 26, 2019 When the Primer Ignites No More (Guns and Estate Planning)
Joshua G. Prince, Esq.
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 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
February 6, 2013 Board Meeting
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