| January 26, 2023 |
New Year's Party + Estate Planning Outlook for 2023
Advisor Roundtable |
| November 3, 2022 |
Educational Series - Understanding Foundations, DAFs and Other Forms of Philanthropy - Donald W. Kramer, Esq. Keynote Speaker
Donald W. Kramer, Esp. - Keynote |
| September 20, 2022 |
Dynamic Dinner Series
|
| May 26, 2022 |
Organizational Meeting & Dinner with Intergenerational Wealth Transfer Guest Speaker
Maria Quinn, National Speaker and Senior Member of the Thought Leadership Team in the Vanguard Financial Advisor Group |
| December 9, 2021 |
Holiday Celebration
|
| October 20, 2021 |
Relaunch Reception for EPC of NEPA
|
| May 27, 2014 |
Election of Officers
Ray Pilch |
| February 25, 2014 |
Federal and State Implications of DOMA and the recent rule changes
Kirby Upright, Frances Ferrari, Richard Eckersley |
| November 13, 2013 |
ACA Update – Overview and Implications for Employers and Individuals
Roger G. Howell |
| May 22, 2013 |
Estate and Trust Tax Issues
|
| March 26, 2013 |
Recent IRS Developments
John Darazsdi |
| February 26, 2013 |
Real Estate Taxes - Qualifying For and Losing Reductions
Ronald Koldjeski |
| November 14, 2012 |
Identity Theft
Agent Nick Woolsey, PA Office of Attorney General |
| October 17, 2012 |
Elder Care Planning
Ray Pilch, VP and Program Chair |
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