Philadelphia Estate Planning Council

Events

    • Tuesday, October 06, 2020
    • 12:00 PM - 1:00 PM (EDT)
    • Zoom Webinar (Log-In Access will be provided to registered participants the day prior to the program)
    Register

    "Looking Ahead - Investing Around the Impact of COVID-19 and the U.S. Presidential Election"

    OVERVIEW: 
    This roundtable program will discuss the impact of COVID-19 on financial markets, potential risks related to the U.S. presidential election, and how investors should think about positioning their portfolios as we head into 2021.

    SPEAKER: 

    Jeffrey D. Mills is the Chief Investment Officer at BMT Wealth Management. With more than 15 years of experience in investment analysis, advisory, and strategy. He is responsible for investment strategy across BMT’s Wealth Management platform, including the development of alternative capabilities to attract high net-worth and ultra-high net-worth clients, as well as institutions, endowments, and foundations.

    Joining BMT in 2019, he previously served as Managing Director and Co-Chief Investment Strategist for PNC Financial Services Group. Prior to this position, he was Chief Investment Strategist for PNC’s Hawthorn Group.

    Jeff is a CNBC Contributor providing expert financial insights into national discussions on economic matters, regularly appearing on shows like Squawk Box, Power Lunch and Fast Money.

    He holds a bachelor’s degree in international relations from the University of Pennsylvania, a Master of Business Administration from the University of Oxford, Oxford, U.K., and a Master of Science in management studies – with a concentration in asset management and investments – from the Massachusetts Institute of Technology (MIT).

    Jeff is a member of the Investment Committee at LaSalle College High School where he oversees the school’s endowment. He is also an advisory board member at the Johns Hopkins Lyme Disease Research Center.

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

    No continuing education credits will be offered for this program.

    This program is being sponsored by


    • Tuesday, October 20, 2020
    • 12:30 PM - 1:45 PM (EDT)
    • Zoom Webinar (Details to be sent the day prior to the program)
    Register

    As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our October 20th virtual luncheon program. Continuing education credits not included.

    "Business Succession Planning:
    Lessons Learned from Selling or Transferring a Business"

    Successfully selling a business or transferring it to family members can be extremely challenging, especially when the owner is also focused on the day-to-day activities of running and growing the business. Each sale or transfer situation is unique, reflecting the diversity of business owners and enterprises. One theme recurs, however: the magnitude of this transition. Selling or transferring a business has critical ramifications for the owner, the owner’s family, employees, and community. Because experience can often be the best teacher, this session highlights the experiences of several business owners who have tackled this critical transition. Gain insights and strategies that address the challenges business owners may face when deciding what the next step is for their business. Mr. Drossman will draw insights from his work with closely-held family businesses and from stories featured in “The Owner’s Journey,” a whitepaper prepared by the Eugene Lang Entrepreneurship Center at Columbia Business School, in collaboration with Bank of America Private Bank.

      Mitchell A. Drossman is Managing Director and Head of National Wealth Strategies for the Chief Investment Office (CIO) within Bank of America’s Global Wealth & Investment Management (GWIM) division. In this role, Mitchell manages and leads the Wealth Strategies Advisors to provide objective insight to help U.S. Trust, Bank of America Private Wealth Management clients align their financial and estate planning strategies with their goals by integrating the full capabilities of our investment and financial planning services and by utilizing the broad range of Bank of America Corporation and its affiliates. Mitchell works with individuals, families, closely-held family businesses, family offices and institutions in conjunction with their tax and legal advisors to facilitate wealth transfer, business succession (pre-and post-liquidity event strategies), wealth structuring and estate planning needs that are often complex requiring customized analysis and strategies.

      Zoom Webinar:
      Log-in information will be sent to all registered attendees the day prior to the program. We have reviewed several video communications services and have chosen Zoom for this event. Unfortunately, not all firms permit the use of Zoom so if you are prevented from using it to attend this event due to company restrictions, please join us using a personal computer or cellular phone or by simply dialing in and listening to the event from a telephone. If you will be using a personal device, please test your connection early; an app or registration may be needed the first time Zoom is used.

      One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

      Click here to download a printable registration form.

      This Program is Being Sponsored by


      • Tuesday, November 17, 2020
      • 12:30 PM - 1:45 PM (EST)
      • Zoom Webinar (Details to be sent the day prior to the program)
      Register

      As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our November 17th virtual luncheon program. Continuing education credits not included.

      "Top Tax and Estate Planning Techniques Today
      (COVID-19, COVFEFE, and the Election)"

      TCJA, COVID-19, and the election have and will change everything we know as planners. This presentation will discuss straightforward and innovative planning opportunities for families (and their businesses) that best take advantage of both the “expiring” and “permanent” provisions of the tax law, with an eye toward anticipated changes to the future planning landscape.

        Paul S. Lee is the Chief Tax Strategist of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. He is also a Senior Vice President and Managing Director of the company. Prior to joining Northern Trust in 2015, he was a National Managing Director at Bernstein Global Wealth Management, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP.

        Paul is a Fellow of the American College of Trusts and Estate Counsel, has been inducted into the NAEPC Estate Planning Hall of Fame®, and has been designated an Accredited Estate Planner® (Distinguished). A frequent lecturer and panelist on investment planning, tax and estate planning, Paul has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, and numerous other institutes and conferences across the country.

        Paul received his J.D. and LLM (Taxation) degrees from Emory University School of Law, and B.A. degrees in English and Chemistry from Cornell University.

        Zoom Webinar:
        Log-in information will be sent to all registered attendees the day prior to the program.  We have reviewed several video communication services and have chosen Zoom for this event. Unfortunately, not all firms permit the use of Zoom so if you are prevented from using it to attend this event due to company restrictions, please join us using a personal computer or cellular phone or by simply dialing in and listening to the event from a telephone. If you will be using a personal device, please test your connection early; an app or registration may be needed the first time Zoom is used.

        One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

        Click here to download a printable registration form.

        • Tuesday, January 19, 2021
        • 12:30 PM - 1:45 PM (EST)
        • To Be Determined by mid-November

        The PEPC is continually monitoring the COVID-19 pandemic and the restrictions associated with large gatherings.  A decision will be made by mid-November as to whether the January 2021 program will be held as an in-person or virtual program. Event registration will be open when a decision is made.

        "Return of the Economist: COVID-19 Economic Update"

        COVID-19 has rocked what had appeared to be a nearly invincible economy; one associated with substantial job growth, multi-decade lows in unemployment, sturdy compensation increases, robust retail sales, low inflation, and strong financial market performance. Underneath that strong performance, however, was a set of fragilities that have been exposed by the pandemic. This webinar speaks to our current economic circumstances, how difficult things are likely to become over the foreseeable future, and the contours of the brisk recovery to come thereafter.

          Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with an office in Indonesia. The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others.

          In 2014, Maryland Governor Larry Hogan appointed him Chair of the Maryland Economic Development Commission. He also serves as chairman of the Baltimore County Economic Advisory Committee. He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association. He serves or has served similar functions for Visit Baltimore, Maryland Realtors, and Marcum, LLC.

          Mr. Basu earned his B.S. in Foreign Service at Georgetown University in 1990. He earned his Master’s in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park. His Juris Doctor was earned at the University Of Maryland School of Law. His doctoral work is in health economics and has taken place at UMBC.


          One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.


        Past events

        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

        Powered by Wild Apricot Membership Software