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Philadelphia Estate Planning Council

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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Wednesday, June 24, 2020
  • 12:00 PM - 1:00 PM
  • Zoom Webinar (Log-In Access will be provided to registered participants the day prior to the program)


Financial and Estate Planning in the Current Environment

Our panel of professionals will offer their perspectives on topics including income taxes, estate and trusts, insurance and investments. The panelists will discuss the planning they are doing with their clients and what they’re seeing in the current environment. The program will also include a discussion of potential tax legislation resulting from the upcoming election.


  • James Hogan, Managing Director, Andersen
  • Charles Lynch, Jr., Principal, Bernstein Private Wealth Management
  • Erin McQuiggan, Special Counsel, Duane Morris LLP
  • Adam Sherman, Founding Partner, 1847 Private Client Group

No charge! Must be a PEPC Member to attend. 

Click here to download a printable registration form.

No continuing education credits will be offered for this program.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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