|October 28, 2019||
The Exploding World of Guardianships
Donald Petrille, Jr. Attorney
|October 16, 2019||Joint MCEPC/FPA Philadelphia Tri-State Chapter Networking Event|
|September 23, 2019||
Planning For Estates Under $10 Million
Lawrence J. Macklin, AEP®, Bank of America Private Bank
|June 5, 2019||
Are the Kids Alright? (Planning for the Next Generation)
M. Eileen Dougherty, CTFA,CFP®,AEP®,ChFC®; Kim Fahrner, Attorney, of Heckscher, Teillon, Terrill, & Sager P.C.; Bryan P. Tracy, CFA, CFP® of Haverford Trust
|May 8, 2019||Networking Event - Caribbean Cocktail Party|
|April 16, 2019||
Estate and Trust Provisions of TCJA - Including a Discussion of Section 199A (the QBI deduction) - Joint Meeting with the BCEPC hosted by the BCEPC
Jordon Rosen, CPA, MST, AEP®, Belfint Lyons & Shuman, P.A.
|March 25, 2019||
Orphans' Court Update
Honorable Cheryl L. Austin and Honorable Lois E. Murphy; Orphans' Court, Montgomery County, PA
|February 25, 2019||
2019 Heckerling Review
Richard H. Greenberg, Esq.; Greenberg & Schulman
|January 28, 2019||
2019 Economic/Market Update
Ed Boehne; Haverford Trust
|November 26, 2018||
Fakes and Forgeries in the Art World
Matthew Wilcox, Freeman's Auction
|October 22, 2018||
Medicaid Long Term Care Benefits: Navigating Pennsylvania’s Estate Recovery Program
Robert C. Gerhard, III, Esq., Elder Law Offices of Gerhard & Gerhard, P.C.
|October 11, 2018||Networking Event at P.J. Whelihan's|
|September 24, 2018||
Changing Trust Situs
Thomas M. Forrest President & CEO U.S. Trust Company of Delaware
|June 7, 2018||
Annual Seminar: How to Make, Keep and Give Away More of your Clients' Assets
• Hank Smith, Haverford Trust • Tim Hoyle, Haverford Trust • Ryan DePaul, AllianceBernstein • Matthew Pritzkur, AllianceBernstein
|May 8, 2018||Networking Event - Caribbean Cocktail Party|
|April 23, 2018||
Bitcoin & Cryptocurrencies - Implications for Wealth Management
Peter D. Hardy, Esq. and Jenna R. Millman, Esq., Ballard Spahr
|March 26, 2018||
Insights for Your Parent Care Conversation and Your Own Future Well Being
Karen Schecter Dayno, Esq.
|February 26, 2018||
Special Needs Trusts and the ABLE Act
Brittany J. Camp, Esq.
|January 22, 2018||
|November 27, 2017||
When the Primer Ignites No More (Guns in Estates)
Joshua G. Prince, Esq.
|October 23, 2017||
International Estate Planning
Paula M. Jones, Esq.
|September 25, 2017||
Pennsylvania Medical Marijuana Act
William G. Roark, Esq.
|June 7, 2017||
Planning for the "Real" Modern Family
Benjamin L. Jerner, Esq. & Tiffany L. Palmer, Esq., Jerner & Palmer, P.C.
|April 25, 2017||
Joint Meeting with BCEPC - A Night with the Orphan's Court Judiciary
Honorable C. Theodore Fritsch, Jr. of the Bucks County Orphan’s Court; and Honorable Lois Murphy of the Montgomery County Orphan’s Court
|March 27, 2017||
Life Evolves! Shouldn't your Life Insurance?
Gary DeVicci, MSFS, CFP®, ChFC®, AEP®
|February 27, 2017||
How to Prepare Fiduciary Accounts and Avoid Common Traps
Thomas Boulden, Esq. and Kevin Birkhead, Esq. Timoney Knox, LLP
|January 23, 2017||
|November 28, 2016||
Wealth and Passion Collecting: Key Insights, Trends & Risks in Estate Planning & New Professional Standards for Appraisers
Cindy Charleston Rosenberg
|October 24, 2016||
Current Valuation Issues for Estate Planners
|September 26, 2016||
Undue Influence and Predatory Behavior
|June 9, 2016||
Divorce and Estate Planning - Breaking up is Hard to do
Speakers: John A. Terrill, Esq., Cheryl L. Young, Esq., Rebecca C. Perkins, CDFA, Moderator: Jennifer A. Kosteva, Esq.
|April 28, 2016||
Life Settlements - Joint Program with Bucks County Estate Planning Council
Vincent DiLorenzo and Andrea Brockman, Lifetime Horizons,LLC
|March 28, 2016||
Retirement Plans; More Than Just 401(k)
Jo-ann Massanova, Estate & Pension Advisory Board, Inc.
|February 22, 2016||
Wealth Management & Planning Across the Generations
Kip Schaefer, CFP® and Matthew Pritzkur, Bernstein
|January 25, 2016||
Ed Boehne , Former President of the Federal Reserve Bank of Philadelphia, Member of the Board of Directors of Haverford Trust Company
|November 23, 2015||
Art as an Investment-The State of the Art Market
Carolyn Nagy, Sotheby's
|October 26, 2015||
Pennsylvania's new Power of Attorney Law - How does it affect you and your Clients?
Tim Holman Esq., Smith Kane Holman, LLC
|October 8, 2015||Networking Event|
|September 28, 2015||
Preventing Elderly Exploitation
Diane M. Zabowski, Esquire, and David Jaskowiak, Esquire
|June 4, 2015||
Retire Well, Can Your Clients? Can You?
Damian Dell'Oso, Nancy Ryan, Esq., Jessica Dahill
|May 20, 2015||Networking Event|
|April 21, 2015||
Art and Appraisals - Joint Program hosted by Bucks County Estate Planning Council
|March 23, 2015||
"Dementia - Beyond the Disease"
Mary Knapp, Foulkeways
|February 23, 2015||
"Wills of the Rich and Famous"
Edward Perkins, Gibson & Perkins
|February 2, 2015||
“The State of the Economy"
Ed Boehne - Haverford Trust
|November 24, 2014||
“Antiques Road Show Style Appraisal Fair”
Jeffrey Henkel, Kamelot Auction House
|October 27, 2014||
“Creative Planning around the 3.8% Surtax on Unearned Income for Individuals, Trusts and Estates”
James A.J. Revels, CPA, MST, Citrin Cooperman
|September 22, 2014||
Getting a Handle on Hoarding
Margit Novack, Moving Solutions
|June 9, 2014||Living and Dying in a Digital World|
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