Past Events

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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