As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our June 15th Virtual Ethics Forum. Continuing education credits not included.
"Ethics of Working from Home"
2020 threw us into the world of remote working and we plunged quickly into an entirely new set of working circumstances, new ways of communicating, new ways of transferring files and new ways of just about everything. In the chaos, we had no time to consider the potential ethical landmines. It seems that “remote” (“WFH”) will be the new normal. This session will give an opportunity to reflect on some of potential ethical problems and an opportunity to see how our colleagues are finding solutions.
Richard Bell, Planning Capital Management
Rick is President and Founder of Planning Capital Management Corporation. Drawing from his experience as a Financial Advisor he developed the organization specifically to provide no boundary wealth management strategies to meet its client goals. Rick’s experience came from working with a National Brokerage firm where he provided investment strategies and asset management solutions to high-net-worth private clients, institutions and non-profit foundations. Later he joined an independent firm where he helped to develop this, predominately insurance and estate planning, boutique into a wealth management firm.
Matt Gaughan, Edward Jones
Upon graduating from Villanova Law School (cum laude) in 2003, Matt practiced law for more than a decade at a prominent Philadelphia law firm concentrating in the area of class action litigation. While he enjoyed meeting with clients and helping them through difficult challenges, travel and being away from my family for long periods while working on cases took their toll. After losing his father at a young age to pancreatic cancer, Matt decided it was important that he transition to a career that allowed him to remain close to his family while serving his community. Because he is passionate about helping others and developing meaningful relationships, working as an Edward Jones financial advisor has given him a strong sense of purpose. Matt's practice is focused on relationships with executives, business owners and other professionals who are serious, long-term investors. Matt provides complete wealth strategies in partnership with his clients' estate attorneys and tax professionals.
Glenn A. Henkel, Esq., Kulzer & DiPadova, P.A.
Mr. Henkel is a shareholder in the firm Kulzer & DiPadova, Haddonfield NJ. His particular areas of expertise include complex estate planning, tax-exempt organizations and Probate, Trust and Estate Law. Mr. Henkel is a Fellow of the American College of Trust and Estate Counsel and has published articles in national tax journals and he lecturs extensively to groups of lawyers, accountants and estate planners. He is the author of New Jersey Estate Planning Manual: Theory, Practice & Forms – 2007 (with Steven K. Mignogna and Gerard G. Brew). He was an editor and a contributing author and editor of New Jersey Estate and Trust Litigation: 3rd Edition – 2020 (by Steven K. Mignogna) and New Jersey Probate Procedures Manual – 2009 (by Gerard G. Brew) all published by the New Jersey Institute for Continuing Legal Education (available at www.NJICLE.com). Mr. Henkel has been named a Super Lawyer and Best Lawyers in America and has received numerous awards from professional organizations for his work in estate planning.
Linda Callahan Henry, Woodleave Wealth Process LLC
Linda Callahan Henry is the principal of Woodleave Wealth Process LLC, working with individuals, families, trustees and their advisors in developing and managing the processes that are integral to wealth management and that allow her clients to integrate multiple advisors and strategies that enhance and promote effective planning, communication and decision-making on a global or situational basis. Her focus is on educating her clients to assess their options in addressing the complexities of such issues as trust and estate administration, family transitions, multi-generational planning and the day-to-day management of their personal finances.
Skip Massengill, Coastal Advisors
Skip, brings over 30 years of experience to Coastal Advisors. Skip is also the founder of TracDiem, striving to bring a new perspective on the need for unbiased advise, asset tracking and performance attribution. He has lectured to many groups including: FFIEC, BISA, NAFCU, CPA-Alliance, SIA-Securities Industry Association at Wharton, The Financial Managers Society and The Sendero Institute. Skip has been quoted in numerous publications including Trust & Estates, TIME Magazine, and been featured on CBS & FOX 29 News. Skip hosted a radio show and has written various articles in journals, including American Banker, Employment Benefit News and Bank Accounting & Finance.
Melinda G. Rath, Glenmede
Melinda G. Rath is a Wealth Advisor and Relationship Manager in Glenmede’s Philadelphia office. In her role, Ms. Rath partners with other estate planning professionals to provide tailored advice and guidance in the areas of wealth transfer, fiduciary services, financial, estate and charitable planning/management.
Mark Sobel, CPA, JD, LLM, Drucker & Scaccetti
Mark contributed to the establishment of D&S in 1990 as one of the firm’s founding shareholders. He practices primarily in the corporate, real estate, healthcare, financial planning and professional services areas of taxation. He also has extensive experience in representing clients before taxing authorities negotiating settlements of both substantive and collection matters. Mark has been in public accounting since 1981. He previously worked at Laventhol & Horwath (L&H) as a tax manager in the Philadelphia office. While there, he also taught at Temple University School of Law as an adjunct professor. His work experience prior to L&H included a position at a national accounting firm and at the Internal Revenue Service.
A relatively young professional with a passion for serving others, Nicole has built her career within the intersection of compliance and creativity. From consulting major corporations such as Yum Brands regarding corporate compliance gaps in the business tax credit arena helping everyday families take advantage of legislative changes; Nicole has built a career finding opportunities where others find obstruction. Having built her career at ADP, Merrill Lynch and TIAA, Nicole is focused on continuing to grow as an advocate and setting her sights on the next step in becoming a better qualified counselor. Nicole has been accepted in the Temple Law and will pursue her Juris Doctor while continuing to work full time.
Two Education Credits for CLE (ETHICS - PA Only), Insurance (PA Only), CPA (PA Only), PACE and CTFA will be offered.
This course was NOT approved for CFP Credits.
Click here to download a printable registration form.