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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