Past Events
| November 19, 2024 |
November Luncheon
Rachel L. Votto, CPA, AEP® |
| October 16, 2024 |
Member Happy Hour - Bring a guest 1/2 Price!
Networking Event |
| September 24, 2024 |
Continuing Education Joint Meeting with the FPA
3 National Speakers and Extended Credits! |
| May 22, 2024 | Member Happy Hour - Bring a guest 1/2 Price! |
| April 23, 2024 |
April 23rd Luncheon
SABRINA RICHARDS, CES® |
| March 13, 2024 | Member Happy Hour - Bring a guest 1/2 Price! |
| February 15, 2024 |
February Evening Cocktail Hour and Dinner
Kelly Erb, @therealtaxgirl |
| November 7, 2023 |
November 7 Luncheon
Stephanie Zimmerman, Director Pennsylvania Department of Agriculture Bureau of Farmland Preservation |
| October 12, 2023 |
October Member Happy Hour - Bring a guest 1/2 Price!
Networking event |
| September 26, 2023 |
Jeffrey Levine, Continuing Education Seminar and Joint Meeting with the FPA of Central PA
Jeffrey Levine |
| June 22, 2023 | Member Happy Hour - Bring a guest 1/2 Price! |
| April 25, 2023 |
"Top 10 Strategies to help Maximize your Social Security"
Ash Ahluwalia CFP®, MBA Head of Social Security Planning |
| April 13, 2023 | Member Happy Hour - Bring a guest 1/2 Price! |
| February 9, 2023 |
Federal Reserve Economic Outlook 2023
Kali Aliosi, Philadelpia Federal Reserve Bank |
| November 8, 2022 |
November Luncheon "Votes, Volatility, and Vitriol: Thoughts on the Post-Election Economic Environment"
Charles Mitchell President & CEO Commonwealth Foundation |
| October 13, 2022 | Member Happy Hour - Bring a guest 1/2 Price! |
| September 20, 2022 |
Continuing Ed. Joint Meeting with FPA Central PA
Jeffrey Levine from Kitces.com |
| June 2, 2022 |
Member Happy Hour! Bring a guest 1/2 Price!
Networking Event |
| April 26, 2022 |
April Luncheon
Justin Murphy Senior Managing Director, Foundation Source |
| February 10, 2022 |
Hors D'oeuvres Social & Speed Networking!
Jennifer E. Smith, McCollom D’Emilio Smith Uebler LLC |
| November 16, 2021 |
November Luncheon: "The Digital Afterlife"
Lee Poskanzer |
| September 28, 2021 |
EPC & FPA Joint Continuing Education Meeting
Thomas M. Brinker, Jr., American College of Financial Services |
| June 23, 2021 |
Member Social ~ Bring a guest Free!
Networking Event |
| April 27, 2021 |
April 2021 Luncheon & Webinar with Continuing Ed Credits
Dr. Derek Tharp from Michael Kitces |
| February 18, 2021 |
Webinar: Behavioral Finance with NAEPC speaker Kit Mac Nee
Kit Mac Nee, CFP®, CRPC®, AEP® |
| November 17, 2020 |
WEBINAR: Navigating the Current Charitable Planning Landscape: A View from the Inside.
NAEPC Speaker Ginger Mlakar, JD, CPA, AEP® |
| September 22, 2020 |
Risks, Challenges and Answers: Filling the Gaps in Financial and Estate Planning for Elder Clients
Diane Menio, Melissa Hakim, Tony Montgomery, Tina Hess and Alison Sprankle |
| April 28, 2020 |
Tuesday, April 28, 2020 Luncheon
Postponed: National Speaker Ginger Mlakar, JD, CPA, AEP® |
| February 13, 2020 |
THURSDAY, February 13th Cocktail Hour
David Cordier, Cordier Auctions & Appraisals |
| November 19, 2019 |
November 19, 2019 Luncheon
National Speaker: Lawrence Macklin, Esq., CPA, AEP, NAEPC Board of Directors |
| September 24, 2019 |
September 24, 2019 Continuing Education Seminar
Ted Kurlowicz, American College |
| April 23, 2019 |
Tuesday, April 23, 2019 Luncheon
David Cordier, Licensed Auctioneer/Certified Appraiser |
| February 28, 2019 |
THURSDAY February 28, 2019 Cocktail Hour
H. Lillian Vogl, J.D., CFP® DIRECTOR, ADVANCED SALES |
| November 13, 2018 |
November 13, 2018 Luncheon
Sherry L. Ziesenheim, CPA, CVA, CFF, MA & Robin Z. Alexander, CPA |
| September 25, 2018 |
September 25, 2018 Special Needs Planning Summit
Special Needs Planning Summit |
| April 24, 2018 |
April 24th Luncheon
Martyn S. Babitz, Wealth Strategist, BNY Mellon Wealth Management |
| February 22, 2018 |
Thursday, February 22, 2018 Cocktail Hour
Bill Alexander: Entrepreneur, Community Leader, Educator, Servant Leader |
| November 14, 2017 |
November 14, 2017 Luncheon
Glenn Garbutt |
| September 26, 2017 |
Continuing Education Seminar 9/26/17
John J. Scroggin, J.D., LL.M. |
| April 25, 2017 |
April 25, 2017 Luncheon
Michael Hedge, Director of Federal Government Regulations, NAIFA |
| February 23, 2017 |
THURSDAY, February 23, 2017 Cocktail Hour
Joel Weintraub |
| November 15, 2016 |
November 2016 Luncheon
John Barton, Brandywine Valuation Consultants |
| September 27, 2016 |
September 2016 Luncheon
Michael T. Foerster, Senior Deputy Attorney General Charitable Trusts & Organizations Section |
| April 26, 2016 |
April Luncheon Meeting
John Dame & Thomas Rogerson |
| February 25, 2016 |
February Hors D'oeuvres Social
Stephen O. Kroeger, CLU, HIA, MBA |
| November 10, 2015 |
November 10th Luncheon
Drake D. Nicholas |
| September 22, 2015 |
September 22, 2015 Luncheon
David R. Elwell, Esquire “Philadelphia Magazine Rising Star in trust and estate law in 2010” Heckscher Teillon Terrill & Sager, P.C. |
| April 28, 2015 |
April Luncheon Meeting
Panel Discussion: Family Business Governance ~ legal and psychological aspects |
| February 25, 2015 |
Wed. Feb. 25, 2015 Annual Hors D'oeuvres Social
Jordan N. Rosen, CPA, MST, AEP |
| November 18, 2014 |
November Luncheon~"Uses of Life Insurance in Estate Planning Post-American Taxpayer Relief Act”
Anthony J. Mento, CFP® CEO of Life Brokerage, LLC |
| September 23, 2014 |
EPC Sept Mtg. “A SEMINAR FOR ADVISORS OF SAME-SEX COUPLES”
Leanna Johannes, JD, & Max Berger, JD |
| November 12, 2013 |
November 12, 2013 Dinner Meeting
Debra Dennison Cantor, McNees, Wallace and Nurick Best Lawyers in America® 2013 & 2014 |
| April 23, 2013 | Hors D'oeuvres Social |
| April 3, 2013 | BOARD MEETING BREAKFAST |
| February 27, 2013 | Hors D'oeuvres Social |
| February 6, 2013 | BOARD MEETING BREAKFAST |
| November 13, 2012 | Membership Luncheon Meeting |
| November 7, 2012 | BOARD MEETING BREAKFAST |
| September 25, 2012 |
Welcome Back! Cocktail hour and Dinner
Scott Small |
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