Past Events
May 8, 2020 |
Estate Planners Day
TBD |
February 13, 2020 |
February Program Dinner - Heckerling Review
Kevin Matz, Esquire |
January 30, 2020 |
Networking and Hot Tips Breakfast
Meet Members of the Estate Planning Council |
December 12, 2019 |
December Dinner Program - Estate Planning for The 99%
Jeremiah Doyle, Senior Vice President, BNY Mellon Wealth Management |
September 11, 2019 |
September Program Dinner - "Current Issues in Elder Law"
Ron Fatoullah Esquire |
June 11, 2019 | Annual Members Only Dinner |
May 10, 2019 |
ESTATE PLANNER's DAY
PLANNING FOR SPECIAL NEEDS TRUSTS & GUARDIANSHIPS |
February 7, 2019 |
February 2019 Dinner Meeting
HECKERLING REVIEW - By Kevin Matz |
December 6, 2018 |
December Dinner Meeting
Program on Estate Planning Tips |
October 4, 2018 |
October Dinner Meeting
Program on Medicare and How it can affect Estate Planning |
June 5, 2018 | Restaurant X (Member's Only Dinner) |
May 11, 2018 |
Estate Planner's Day
Divorce Issues with Estate Planning |
February 8, 2018 |
The Impact of Tax Reform: Feb. Dinner Meeting & Educational Program
TBD |
December 5, 2017 |
December Dinner Meeting & Educational Program
Hank J. Sanders III - Strategic Business Specialist - American Advisors Group |
October 12, 2017 |
Maximizing Social Security Benefits & Estate Planning
Ash Ahluwalia, MBA, CFP, NSSA, CSSCS |
September 6, 2017 | Cocktail party & networking event |
June 6, 2017 | Annual Dinner- Restaurant X |
May 5, 2017 |
Estate Planners' Day- Estate Planning in the Shadow of Dementia
Kerry Mills, Michael LaMagna, Esq., & Shari M. Reffsin, CFP, CDFA, CLTC |
February 7, 2017 |
Fraud
DAVID EVANGELISTA, CPA, CGMA |
December 6, 2016 |
Business Succession Planning
Andres Karlen, Esq. |
November 4, 2016 | Networking breakfast meeting |
September 27, 2016 |
RCEPC Dinner Meeting & Program
Gideon Rothschild, Esq., CPA |
September 15, 2016 | RCEPC Networking Breakfast |
June 7, 2016 | Members Only Dinner |
May 13, 2016 |
Planning for Retirement Benefits
Scott M. Sherman, Esq., Bruce Steiner, Esq., and Ita M. Rahilly, CPA, AEP |
April 20, 2016 | RCEPC Networking Breakfast |
February 9, 2016 |
Third RCEPC Dinner - Heckerling review
Kevin Matz |
December 17, 2015 |
RCEPC Breakfast 12/17/2015
n/a |
December 1, 2015 |
2nd RCEPC Dinner - Networking Event
Moira S. Laidlaw, Esq. Shamberg Marwell Hollis Andreycak & Laidlaw, P.C. |
November 12, 2015 |
RCEPC - Breakfast
n/a |
October 6, 2015 |
First RCEPC Dinner - Asset Protection
Michael Ettinger, Esq. |
September 17, 2015 |
RCEPC Networking Breakfast
N/A |
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