|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"
|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"
|May 2, 2018||EPC Board Meeting|
|February 15, 2018||
Creative Strategies for Buying, Selling or Gifting a Business
|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
|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"
|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"
|February 1, 2017||EPC Board Meeting|
|November 17, 2016||
Department of Labor 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"
|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||
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
|May 13, 2015||
Annual Members Meeting & "Federal Tax Update" Seminar
|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
|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
|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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