Past Events

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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