Past Events

November 1, 2018 10th Annual Financial "Four"um and Fall Social
September 20, 2018 Calculation and Function of Oil and Gas Valuations in Estate Planning
July 12, 2018 EPC Summer Social
May 17, 2018 Long Term Care Basics
March 15, 2018 Employee Stock Ownership Plans: The Versatile Estate Planning Tool that is Good for Pennsylvania
January 18, 2018 “Tax Reform,” or How We Got to Where We Are and Where to Go From Here
November 30, 2017 Fall Social
November 2, 2017 9th Annual Financial Four um
September 28, 2017 Understanding Medicare – Medicare as Part of the Estate Planning Process
June 29, 2017 Summer Social
May 18, 2017 Elder Dignity vs. Undue Influence - Where's the Line? Lessons Learned from the Life of Huguette Clark
March 16, 2017 Long Term Care Insurance Discussion
January 19, 2017 Wills of the Rich and Famous
November 10, 2016 Fall Social Hour
November 1, 2016 8th Annual Financial "Four"um
September 29, 2016 How the Fed Works
June 23, 2016 Social and Networking event
May 19, 2016 Fiduciary Excellence under the DOL's Uniform Fiduciary Standard
March 24, 2016 Art as an Investment: The State of the Art Market
January 21, 2016 Sharpen Your Competitive Edge with Charitable Planning
November 19, 2015 The Bonehead Play
October 21, 2015 Financial "Four"um
September 24, 2015 Complex Planning at the Intersection of Income and Transfer Taxes
May 14, 2015 Estate Planning in a Digital World: What you need to know about digital assets
March 19, 2015 Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce
January 22, 2015 Health Care Reform - How Will it Change Your Business Strategy
November 13, 2014 Fall Social Hour
October 16, 2014 Financial "Four"um
September 17, 2014 Tax Issues for Same-Sex Couples Post-DOMA
July 17, 2014 Networking Social
May 15, 2014 What I Would Like to Know About the Life Insurance Business if I Didn't Already Know It (or at least thought I did!)
March 20, 2014 The International Art & Collectibles Markets - There is a Roller Coaster in Every Back Yard!
January 23, 2014 Succession Planning: Planning for Success!
November 5, 2013 Wine Tasting and Networking Social
October 17, 2013 Financial "Four"um
September 19, 2013 State of the Economy
May 16, 2013 Financial Abuse and the Elderly: What You Need to Know
March 21, 2013 Beyond the Cutting Edge of Tradition - Tomorrow's Estate Planners and Administrators
January 24, 2013 The Importance of Private Capital
October 18, 2012 Financial "Four"um
September 20, 2012 Update on Legislative and Regulatory Matters Affecting Wealth Management Providers
May 17, 2012 VA Benefits and Asset Protection
March 22, 2012 Using an Annuity to Fund a Planned Gift and Other Practitioner Based Ideas
January 19, 2012 Estate Planning Council of Pittsburgh Annual Dinner
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