Past Events
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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