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Philadelphia Estate Planning Council

Events

    • Tuesday, June 04, 2024
    • 5:30 PM - 7:30 PM
    • Attico, 219 S., Broad Street, Philadelphia, PA 19107
    • 17
    Register

    Estate planning professionals in the Greater Philadelphia area are invited to join us for a happy hour for several of the regional estate planning councils in the area:

    • Bucks County Estate Planning Council
    • Chester County Estate Planning Council
    • Delaware County Estate Planning Council
    • Estate and Financial Planning Council of Southern New Jersey,
    • Montgomery Estate Planning Council
    • Philadelphia Estate Planning Council

    This is a great opportunity to meet your counterparts from other areas of the region and broaden your network.

    The $40 registration fee includes appetizers and networking.  Cash bar available for drinks.

    Sponsorships are available for $750 per company and include four tickets to the event, plus recognition on signage at the event and on event promotion.  

    Space is limited for this event, so please be sure to register early!


    • Monday, June 17, 2024
    • 12:00 PM - 1:00 PM
    • Glenmede Trust Company, 1650 Market Street, 12th Floor, Philadelphia, PA
    Register

    "The Rainbow Legacy:
    Estate and Charitable Planning for the LGBTQ+ Community"

    In order to promote the increased networking of ideas, the PEPC provides, for members only, a series of informal discussions on particular topics of interest to allow all of those attending to participate.  This event will be held over the lunch hour and attendees are responsible for bring their own food and beverage.

    Advisors should consider how they help all families to make decisions regarding estate and charitable planning. For clients who identify as part of the LGBTQ+ community, estate and charitable planning might involve conversations regarding their chosen family and legacy. In this Roundtable, advisors across estate, tax and charitable planning will lead a discussion on best practices and helpful reminders for working with the LGBTQ+ community on their estate and charitable planning, including inclusive practices, practical considerations, and planning techniques. Advisors may use the takeaways from this Roundtable for any families who might benefit from intentional planning and inclusive communication.

    Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP® (he/him) is a Private Client Senior Associate at Faegre Drinker in its Philadelphia, Princeton and New York offices. He advises and counsels business owners, corporate executives and industry leaders, along with their families, on estate, tax, business and charitable planning. As a sophisticated drafter and estate planner, Brian works collaboratively with other advisors to structure business and estate plans to meet clients’ goals and needs. He is licensed to practice in PA, NJ, NY, and MA, and he is sitting for the FL Bar in July 2024.

    Rachel Kieser, CPA, MT (she/her) is a Tax Partner with Armanino in Philadelphia where she advises successful individuals and families, and their closely held businesses, on income tax and wealth transfer planning, business tax planning, trust and estate taxation issues, and charitable gift planning. Rachel uses a holistic approach to tax and wealth transfer planning to ensure all aspects and needs of the client and their family are considered. She is a member of the Philadelphia Estate Planning Council and Forum of Executive Women and serves on the boards of Philadelphia Ballet and the Estate & Financial Planning Council of Southern New Jersey.

    Thomas J. Moore, CAP® (he/him) is a Relationship Manager on Glenmede’s Endowment and Foundation Management team. In this role, Tom provides comprehensive advisory and administrative services to endowments, foundations and other not-for-profit organizations. Tom leads clients toward accomplishing their philanthropic goals through his experience in administrative best practices and grant, foundation and board management. With more than fifteen years of experience working with nonprofits in the financial services industry, Tom has also served as a development officer for a community foundation and an estates and trusts attorney for a major Pennsylvania law firm.

    COST: No charge! Must be a PEPC Member to attend. 

    No continuing education credits will be offered for this program.


    • Monday, July 22, 2024
    • 10:30 AM - 8:00 PM
    • St. David's Golf Club (Golf & Yoga) & Overbrook Golf Club (Tennis)
    Register

    Join the Philadelphia Estate Planning Council on Monday, July 22nd for our 27th Annual Golf, Tennis & Yoga Outing. The outing is one of the council's most popular events and often sells out completely.

    GOLF, YOGA and DINNER LOCATION
    St. David's Golf Club
    845 Radnor Street Road
    Wayne, PA 19087

    TENNIS LOCATION
    Overbrook Golf Club
    799 Godfrey Road
    Villanova, PA 19085

    OUTING AGENDA
    Golf Registration: 10:30 a.m. - 12:00 p.m.
    Lunch Buffet: 11:15 a.m. - 12:30 p.m. 
    Golf Tee Time: 12:00 p.m.
    Tennis Round Robin: 1:00 p.m. - 3:30 p.m.
    Yoga Class:  3:00 p.m. - 4:15 p.m.
    Cocktail Reception & Dinner Buffet : 5:00 p.m. - 7:30 p.m.

    GOLF INFORMATION: Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. The outing will be a shamble format. 

    Single Golfer: $275 
    Includes golf, gift, lunch buffet, cocktail reception and dinner buffet

    Foursome: $1,100
    One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet

    Hole Sponsor with Corporate Foursome: $1,400
    One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.


    TENNIS INFORMATION: This year's outing will be held at Overbrook Golf Club.  Registration includes a tennis clinic and round robin tournament.  Lunch is not included in the tennis registration fee.  Participants are expected to wear acceptable tennis clothing on the courts. The club allows color on tennis clothing. Regulation tennis shoes are the only footwear permitted on the courts. All male players must wear collared or dri-fit shirts.

    Tennis Registration Fee: $85
    Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at St. David's Golf Club.  Does not include lunch.


    YOGA INFORMATION: Join us for a 75 minute outdoor yoga class. This class is designed to accommodate all levels and abilities. You will experience a variety of postures, expand on alignment principles and learn modifications as needed, no experience with yoga necessary. Please bring your own yoga mat.  Following the class, participants will have time to use the locker rooms at the golf club prior to the cocktail reception.  

    Yoga Registration Fee: $75
    Includes yoga, gift plus cocktail reception and dinner buffet at St. David's Golf Club.  Does not include lunch.


    DINNER ONLY INFORMATION: The dinner only registration includes the cocktail reception and dinner buffet at St. David's Golf Club.  Participants can expect to enjoy ample food and an open bar!

    Reception Only Fee: $60
    Includes cocktail reception and dinner buffet.

    • Monday, July 22, 2024
    • 10:30 AM - 8:00 PM
    • St. David's Golf Club (Golf & Yoga) & Overbrook Golf Club (Tennis)
    Register

    The Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. PEPC annual golf, tennis and yoga outing attracts over 120 estate planning professionals in the Philadelphia region.

    Available Sponsorships & Benefits

    Event Sponsor (limited to 4) - $1,000 

    • Company logo on all event promotion (flyers, email blasts, website).
    • Link to your company website from all email promotion and the PEPC website.
    • Verbal acknowledgement at event during cocktail reception.
    • Signage at the event with your company logo.
    • $100 discount on a foursome registration

    Hole Sponsor with Foursome - $1,400

    • Signage at a designated hole with your company logo.
    • Foursome to include golf, gift, lunch and cocktail reception for four golfers.

    Hole Sponsor - $350 

    • Signage at a designated hole with your company logo.

    Drink Station Sponsor - $350

    • Signage at a drink station with your company logo.

    Tennis Sponsor - $350

    • Signage at the tennis courts with your company logo.

    Yoga Sponsor - $350

    • Signage at the yoga class with your company logo.

    Outing Agenda

    Golf Registration: 10:00 a.m. - 12:00 p.m.
    Golf Tee Time: 12:00 p.m.
    Tennis Round Robin: 1:00 p.m. - 3:30 p.m.
    Yoga Class:  3:00 p.m. - 4:15 p.m.
    Cocktail Reception & Dinner Buffet: 5:00 p.m. - 7:30 p.m.

Past events

Thursday, May 23, 2024 2024 Annual Meeting, Seminar & Reception
Tuesday, April 23, 2024 ETHICS FORUM: ESG Investing and the Ethics of Nuance - The Ethical Pitfalls of Implementing ESG Strategies
Thursday, April 18, 2024 PEPC MEMBERS ONLY: Roundtable Program (Life Insurance as an Asset Class)
Thursday, April 18, 2024 PEPC MEMBERS ONLY: Roundtable Program (Buy-Sell Agreements)
Tuesday, March 19, 2024 March 2024 Educational Program & Cocktail Reception
Wednesday, March 13, 2024 DEI Committee: Goal Setting Workshop
Tuesday, March 12, 2024 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, February 20, 2024 February 2024 Luncheon Program
Tuesday, February 06, 2024 The Accredited Estate Planner® Designation Explained
Tuesday, January 23, 2024 January 2024 Luncheon Program
Thursday, December 14, 2023 Holiday Celebration
Tuesday, November 28, 2023 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, November 07, 2023 November 2023 VIRTUAL Program
Wednesday, November 01, 2023 Cross Professions Networking Night
Thursday, October 26, 2023 PEPC & FPA Philly Joint Drop-In Networking Event
Tuesday, October 17, 2023 October 2023 Luncheon Program
Tuesday, September 19, 2023 September 2023 Educational Program & Welcome Back Party
Wednesday, August 16, 2023 Pickleball Outing & Drop-In Happy Hour
Tuesday, July 25, 2023 PEPC MEMBERS ONLY: Roundtable Program
Monday, July 24, 2023 26th Annual Golf, Tennis & Yoga Outing
Monday, July 24, 2023 SPONSORSHIPS: 26th Annual Golf, Tennis & Yoga Outing
Tuesday, June 13, 2023 Ethics Forum: Negotiating the Ethical Landmines of Trust Administration’s Wild West
Thursday, May 18, 2023 Drop-In Networking Event with the MCEPC
Tuesday, May 02, 2023 2023 Annual Meeting, Seminar & Reception
Saturday, April 22, 2023 Outreach Committee: Earth Day of Service
Tuesday, March 21, 2023 March 2023 In-Person Educational Program
Wednesday, March 01, 2023 Professional Women’s Network: Vision Board Workshop
Tuesday, February 21, 2023 February 2023 HYBRID Luncheon Program
Tuesday, February 07, 2023 The Accredited Estate Planner® Designation Explained
Thursday, February 02, 2023 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, February 01, 2023 Drop-In Networking Event
Tuesday, January 17, 2023 January 2023 HYBRID Luncheon Program
Thursday, January 12, 2023 Eastern Cross-Professions Networking Night
Tuesday, December 06, 2022 Holiday Celebration
Tuesday, November 08, 2022 November 2022 HYBRID Luncheon Program
Tuesday, November 01, 2022 Drop-In Networking Event - RESCHEDULED
Tuesday, October 18, 2022 October 2022 HYBRID Luncheon Program
Tuesday, September 20, 2022 September 2022 HYBRID Luncheon Program
Tuesday, September 13, 2022 Welcome Back Party
Monday, August 08, 2022 25th Annual Golf, Tennis & Yoga Outing
Monday, August 08, 2022 SPONSORSHIPS: 25th Annual Golf, Tennis & Yoga Outing
Wednesday, May 18, 2022 Drop-In Networking Event with the MCEPC
Tuesday, May 10, 2022 2022 Annual Meeting, Seminar & Reception
Tuesday, April 26, 2022 VIRTUAL ETHICS FORUM: Ethical Considerations When Your Client Might Have Diminishing Capacity
Saturday, April 23, 2022 Outreach Committee: Earth Day of Service
Tuesday, March 15, 2022 March 2022 HYBRID Luncheon Program
Wednesday, February 23, 2022 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, February 15, 2022 February 2022 VIRTUAL Program
Tuesday, January 18, 2022 January 2022 HYBRID Luncheon Program
Tuesday, January 11, 2022 The Accredited Estate Planner® Designation Explained
Thursday, December 09, 2021 Professional Women's Network Workshop - Relax, Relate, Release
Thursday, December 02, 2021 Holiday Celebration
Tuesday, November 16, 2021 November 2021 Virtual Program
Wednesday, October 20, 2021 Welcome Back Party - CANCELLED
Tuesday, October 19, 2021 October 2021 Virtual Program
Tuesday, October 05, 2021 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, September 29, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 21, 2021 September 2021 Virtual Program
Monday, August 16, 2021 24th Annual Golf, Tennis & Yoga Outing
Monday, August 16, 2021 SPONSORSHIPS: 24th Annual Golf, Tennis & Yoga Outing
Tuesday, June 15, 2021 VIRTUAL ETHICS FORUM: Ethics of Working from Home
Wednesday, June 02, 2021 The Accredited Estate Planner® Designation Explained
Tuesday, May 11, 2021 2021 Virtual Annual Meeting & Seminar
Wednesday, March 24, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, March 16, 2021 March 2021 Virtual Program
Tuesday, February 16, 2021 February 2021 Virtual Program
Thursday, February 04, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, February 02, 2021 The Accredited Estate Planner® Designation Explained
Tuesday, January 19, 2021 January 2021 Virtual Program
Thursday, December 10, 2020 Winter Fashion Event with Kin Boutique & Nuance Jewelry
Tuesday, November 17, 2020 November 2020 Virtual Luncheon Program
Wednesday, October 28, 2020 Virtual Trivia Game Halloween Happy Hour
Tuesday, October 20, 2020 October 2020 Virtual Luncheon Program
Tuesday, October 06, 2020 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 22, 2020 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, September 16, 2020 Virtual Welcome Back Happy Hour
Tuesday, September 15, 2020 September 2020 Virtual Luncheon Program
Wednesday, June 24, 2020 PEPC MEMBERS ONLY: Roundtable Program
Monday, June 22, 2020 24th Annual Golf & Tennis Outing
Wednesday, June 17, 2020 Ethics Forum WEBINAR: "Ethics of Trust Modification Revisited, a case study"
Tuesday, March 17, 2020 March 2020 Luncheon Program - CANCELLED
Thursday, March 05, 2020 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, February 19, 2020 Drop-In Networking Event
Tuesday, February 11, 2020 February 2020 Luncheon Program
Thursday, February 06, 2020 Power Speed Networking Event
Monday, January 27, 2020 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, January 07, 2020 January 2020 Luncheon Program
Wednesday, December 04, 2019 Holiday Celebration
Tuesday, November 19, 2019 November 2019 Luncheon Program
Tuesday, October 22, 2019 October 2019 Luncheon Program
Tuesday, October 15, 2019 PEPC MEMBERS ONLY: Roundtable Program
Thursday, October 10, 2019 Past Presidents Luncheon
Tuesday, September 17, 2019 September 2019 Luncheon Program
Thursday, September 12, 2019 Welcome Back Party
Monday, June 24, 2019 23rd Annual Golf & Tennis Outing
Monday, June 24, 2019 SPONSORSHIPS: 23rd Annual Golf & Tennis Outing
Thursday, May 16, 2019 2019 Annual Meeting, Seminar & Reception
Tuesday, April 30, 2019 Ethics Forum: "Ethics of Trust Modification"
Saturday, April 27, 2019 Outreach Committee Meeting with Habitat for Humanity
Thursday, April 25, 2019 Women's Initiative Committee - Special Event
Monday, April 22, 2019 Outreach Committee Meeting
Monday, April 15, 2019 Outreach Committee Meeting
Wednesday, April 10, 2019 Outreach Committee Meeting
Friday, April 05, 2019 Outreach Committee Meeting
Tuesday, March 19, 2019 March 2019 Luncheon Program
Wednesday, March 13, 2019 Ethics Committee Meeting
Tuesday, February 19, 2019 February 2019 Luncheon Program
Thursday, February 14, 2019 Social Media Committee Meeting
Wednesday, February 13, 2019 Ethics Committee Meeting
Wednesday, February 06, 2019 PEPC MEMBERS ONLY: Roundtable Program
Friday, January 25, 2019 Outreach Committee Meeting
Wednesday, January 16, 2019 Women's Initiative Committee Meeting
Wednesday, January 09, 2019 Ethics Committee Meeting
Tuesday, January 08, 2019 January 2019 Luncheon Program
Monday, January 07, 2019 Social Media Committee Call
Thursday, December 20, 2018 Programs Committee Meeting
Thursday, December 13, 2018 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, December 12, 2018 Ethics Committee Meeting
Tuesday, December 04, 2018 Holiday Celebration
Wednesday, November 28, 2018 Women's Initiative Committee Meeting
Wednesday, November 14, 2018 Ethics Committee Meeting
Tuesday, November 13, 2018 November 2018 Luncheon Program
Tuesday, November 13, 2018 Newsletter Committee Meeting
Thursday, November 08, 2018 Membership Committee Meeting
Tuesday, November 06, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, October 30, 2018 Power Speed Networking Event
Wednesday, October 24, 2018 Drop-In Networking Event
Wednesday, October 24, 2018 Women's Initiative Committee Meeting
Tuesday, October 16, 2018 October 2018 Luncheon Program
Wednesday, October 10, 2018 Ethics Committee Meeting
Wednesday, September 26, 2018 Women's Initiative Committee Meeting
Tuesday, September 25, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 18, 2018 September 2018 Luncheon Program
Wednesday, September 12, 2018 Welcome Back Party

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

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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