Past Events

March 14, 2024 Family Complexity and the Power of Collaboration
January 18, 2024 Estate Planning for the “Merely” Wealthy: Considerations for Those with Less Than the Current Federal Transfer Tax Exemption
Lynn C. Halpern, Managing Director and Senior Fiduciary Counsel, Bessemer Trust
November 9, 2023 Fall Networking Social
September 21, 2023 Adding Value to your Business Owner Clients
Chuck Laverty, ASA, CBA, CVA, MAFF, CEPA​, Director, Business Solutions, Buckingham
June 8, 2023 Summer Networking Social
May 18, 2023 Cross Functional Teaming: Improving Client Outcomes, Maximizing Charitable Giving and Reducing Taxes
Kate McKenzie, Shana Bielich and David DelFiandra
April 27, 2023 Adapt, Change or Disappear: New tools and mindset for a changing marketplace
David R. York, Attorney and CPA
March 23, 2023 Not your Old School Employee Stock Ownership Plan! Modern Design, Creative Trends and Advisor Opportunities
Daniel M. Zugell, CLU, ChFC, LUTCF, AEP Director/Senior Vice President Business Transition Advisors, Inc.
January 19, 2023 Pittsburgh's Legacy: Innovators that Changed the World
Andrew Masich PhD, President and CEO, Heinz History Center
January 5, 2023 Cross Professions Networking Night
November 3, 2022 Fall Networking Social
October 27, 2022 14th Annual Financial Four'um
September 29, 2022 Spotting the Wolves ~ Violence is Never Random, and You are Never Helpless
Sam Rosenberg, Founder, CEO, Live Ready
June 23, 2022 Summer Social
May 19, 2022 Recent Developments – Retirement Plans and Estate Tax Clawback
Joseph P. Nicola, Jr., JD, CPA, CVA, Sisterson Certified Public Accountants & Consultants
March 24, 2022 Campaign 2022
Jon Delano, Political Analyst, KDKA-TV
January 20, 2022 Understanding Today’s Cybersecurity Threats, and the Role of Federal Law Enforcement in Combating those Threats, to Better Protect Your Business
Charles A. “Tod” Eberle IV, Assistant United States Attorney, Western District of Pennsylvania
November 18, 2021 EPC Fall Social and Happy Hour
November 3, 2021 Charitable Giving in a Low-Interest Rate Environment
Jere Doyle, estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon
October 28, 2021 13th Annual Financial "Four"um
September 23, 2021 It's Not What You Say, But How You Say It - Charitable Giving Conversations That Earn Donor Confidence
Raymond M. Roberts, Esq. and Michael D. Freker, CFP, ChFC
August 5, 2021 Summer Social
May 13, 2021 Family Matters: Top 5 Family Issues And How To Navigate Them
Ann Dugan, MBA, Senior Family Enterprise Specialist, Waldron Private Wealth
April 27, 2021 What the Cool Kids are Doing in Estate Planning
Samuel A. Donaldson
March 25, 2021 Perspectives on Mental Health as a Fiduciary
Amy Gamble, Olympian, Speaker, Consultant, Coach
January 21, 2021 A Day After the Inauguration…Now What?
Chris Stirewalt, Fox News politics editor
November 5, 2020 Best of The Best: The Very Top Tax Planning Ideas in 2020
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
October 29, 2020 12th Annual Financial "Four"um Day 2
October 28, 2020 12th Annual Financial "Four"um Day 1
September 17, 2020 State of the (Charitable) Union: how understanding needs in our region can transform your client relationships
Kate McKenzie, D.Sc., CAP, Amy B. Razem, CAP, David DelFiandra, JD, Casey Robinson, CFP®
May 14, 2020 Considerations When Working with the Modern Family
Amanda L. Priebe, CFP®, Senior Wealth Strategist - PNC Wealth Management® Co-Chair – Planning for the Modern Family National Practice Group, Vice President
April 23, 2020 What is going on in the economy? Planning Strategies to Take Advantage
Eric Vogt, CFP and Bill Winkeler, CFP, CFA, Waldron Private Wealth
March 26, 2020 This luncheon has been canceled.
January 16, 2020 An Opportunity Zone Primer
Billy Morrow, CPA, Tax Partner, BDO USA
November 7, 2019 Fall Social
Networking Social
October 30, 2019 11th Annual Financial "Four"um
Full day of presentations
September 26, 2019 Medicare Mistakes That Will Ruin Your Retirement Plan
Dana L. Rattenbury, CLTC®, Rattenbury Insurance Group
June 27, 2019 EPC Summer Membership Mixer
Social event
May 16, 2019 Future Planning for Individuals with Disabilities and Their Families
Amy Dolan Strano, President, ACHIEVA Family Trust
March 21, 2019 U.S. and Financial Market Prospects for 2019-2020
Stuart G. Hoffman, Senior Economic Advisor, PNC
January 17, 2019 How to Read a Person
Michelle Dresbold, Handwriting expert/speaker
November 1, 2018 10th Annual Financial "Four"um and Fall Social
Full day of presentations followed by Fall Social
September 20, 2018 Calculation and Function of Oil and Gas Valuations in Estate Planning
Josh C. Hickman, PG, MBA, MSc., Owner, Hickman Geological Consulting, LLC
July 12, 2018 EPC Summer Social
Networking Mixer
May 17, 2018 Long Term Care Basics
Patricia Hanson, Managing Director and local Co- Owner of IKOR of Western Pennsylvania
March 15, 2018 Employee Stock Ownership Plans: The Versatile Estate Planning Tool that is Good for Pennsylvania
Daniel M. Zugell, CLU, ChFC, LUTCF, Dan Adley and Kevin McPhillips
January 18, 2018 “Tax Reform,” or How We Got to Where We Are and Where to Go From Here
Brad Dillon, Senior Wealth Planner, Brown Brothers Harriman
November 30, 2017 Fall Social
Social and Networking event
November 2, 2017 9th Annual Financial Four um
Multiple speakers throughout the day
September 28, 2017 Understanding Medicare – Medicare as Part of the Estate Planning Process
William McKendree, JD
June 29, 2017 Summer Social
Social and Networking event
May 18, 2017 Elder Dignity vs. Undue Influence - Where's the Line? Lessons Learned from the Life of Huguette Clark
Robert (Bob) W. Lang, Partner, Holland and Knight
March 16, 2017 Long Term Care Insurance Discussion
James M. Glickman, FSA, CLU, President and CEO, LifeCare Assurance Company and Tom Riekse, Jr. Managing Director, LTCI Partners, LLC
January 19, 2017 Wills of the Rich and Famous
Jeremiah W. Doyle, IV, Senior Vice President, BNY Mellon Wealth Management
November 10, 2016 Fall Social Hour
EPC Members Social
November 1, 2016 8th Annual Financial "Four"um
Keynote speaker Stuart Hoffman, PNC
September 29, 2016 How the Fed Works
Joseph Ott, senior policy analyst in the Community Development Department at the Federal Reserve Bank of Cleveland
June 23, 2016 Social and Networking event
May 19, 2016 Fiduciary Excellence under the DOL's Uniform Fiduciary Standard
Paul J. Brahim, CFP®, CEO, BPU Investment Management, Inc.
March 24, 2016 Art as an Investment: The State of the Art Market
Carolyn Nagy, Vice President, Sotheby's Mid-Atlantic
January 21, 2016 Sharpen Your Competitive Edge with Charitable Planning
Nathan Daley, director of the Complex Asset Group at Fidelity Charitable®
November 19, 2015 The Bonehead Play
Professor Mark D. Yochum
October 21, 2015 Financial "Four"um
Michael Kitces, Eleanor Blayney, Matt Smith, 9 Breakouts!
September 24, 2015 Complex Planning at the Intersection of Income and Transfer Taxes
Thomas J. Pauloski, J.D., Bernstein Private Wealth Management
May 14, 2015 Estate Planning in a Digital World: What you need to know about digital assets
Nora Gieg Chatha, Esq. and Glen T. Meakem
March 19, 2015 Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce
Jeremiah W. Doyle IV, Senior Vice President, BNY Mellon Wealth Management
January 22, 2015 Health Care Reform - How Will it Change Your Business Strategy
Mark Capuano, Huntington Insurance Vice President and Certified HealthCare Reform Specialist (CHRS)
November 13, 2014 Fall Social Hour
EPC Members Social
October 16, 2014 Financial "Four"um
Keynote by Ed Slott
September 17, 2014 Tax Issues for Same-Sex Couples Post-DOMA
Anthony C. Infanti, Sr. Associate Dean for Academic Affairs and Professor of Law, University of Pittsburgh School of Law
July 17, 2014 Networking Social
Kevin Acklin, Chief of Staff to Pittsburgh mayor Bill Peduto
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!)
Clark B. McCleary, CLU, ChFC, AEP (Distinguished)
March 20, 2014 The International Art & Collectibles Markets - There is a Roller Coaster in Every Back Yard!
Samuel T. Freeman III, VP, Head of Trusts & Estates, Freemans
January 23, 2014 Succession Planning: Planning for Success!
Panelists: Robert Fragasso, Krishna Pendyala, Bernard Wetzel
November 5, 2013 Wine Tasting and Networking Social
Member Event
October 17, 2013 Financial "Four"um
3 Keynote and 10 Breakout Sessions
September 19, 2013 State of the Economy
Steven H. Reiff, BNY Mellon Wealth Management
May 16, 2013 Financial Abuse and the Elderly: What You Need to Know
A Panel Discussion: The Honorable Lawrence J. O'Toole, Carol Catanzaro, Jesse F. Harvey, Esquire
March 21, 2013 Beyond the Cutting Edge of Tradition - Tomorrow's Estate Planners and Administrators
Vincent F. Lackner, Jr., founder and President of The Lackner Group, Inc.
January 24, 2013 The Importance of Private Capital
Gregory Curtis, Chairman and Managing Director, Greycourt & Co., Inc.
October 18, 2012 Financial "Four"um
Natalie Choate
September 20, 2012 Update on Legislative and Regulatory Matters Affecting Wealth Management Providers
William Campbell Ries, Esquire
May 17, 2012 VA Benefits and Asset Protection
Julian E. Gray, Esquire, CELA
March 22, 2012 Using an Annuity to Fund a Planned Gift and Other Practitioner Based Ideas
David Hess, Principal in Frank P. Hess & Co., Inc., CPAs & Assistant Professor of Accounting at RMU
January 19, 2012 Estate Planning Council of Pittsburgh Annual Dinner
Dr. James V. Maher
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