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Philadelphia Estate Planning Council

Events

    • Thursday, December 05, 2024
    • 8:30 AM - 5:00 PM
    • Convene CityView, 30 S. 17th Street, Philadelphia, PA

    On December 5, CFA Society Philadelphia will host its annual program focused on private wealth and high net worth investors. This day-long conference will feature panel discussions and expert speakers from leading wealth advisors, trust and estate experts, and asset managers. The conference addresses many of the pressing issues facing wealthy investors today.

    This year’s conference will focus on registered investment advisors (RIA’s) and practice management. Sessions include:

    • Growth Strategies for Wealth Management Firms
    • Investing Best Practices;
    • Portfolio Implementation Strategies
    • Wealth and Estate Planning Techniques (Presented by the Philadelphia Estate Planning Council)
    • CIO Panel

    CLICK HERE FOR MORE INFORMATION

    Please note, this event is being hosted by the CFA Society of Philadelphia. The Philadelphia Estate Planning Council is contributing a presentation to the conference and helping to promote the conference.  

    • Thursday, December 12, 2024
    • 5:30 PM - 7:30 PM
    • Racquet Club of Philadelphia, 215 S. 16th Street, Philadelphia, PA 19102
    Register

    Celebrate the most wonderful time of year with the Philadelphia Estate Planning Council at our annual Holiday Celebration.  This year's event will be held at The Racquet Club of Philadelphia.  

    This event includes heavy appetizers, light dinner buffet and open bar.

    This event is being co-sponsored by 






    • Tuesday, January 21, 2025
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Maximize Life Settlement Value Through A Policy Auction"

    BRING A GUEST FOR FREE TO THE JANUARY MEETING: To introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the January luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.

    COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

    AGENDA
    11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
    11:45 - 12:00 p.m. Registration
    12:00 - 1:45 p.m. Luncheon & Program

    PROGRAM OVERVIEW

    Life insurance is a mainstay in estate and business succession/buysell planning. As circumstances change, advisors and their clients can value and potentially monetize existing policies for more than their cash surrender value. The valuation of existing life insurance policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.

    • Life Settlement Market Update
    • Life Insurance is an Asset
    • Life Insurance Valuation
    • Strategies to Maximize Life Settlement Value
    • Common Success Stories

    Speaker:

    Jamie L. Mendelsohn is the Executive Vice President of Ashar Group - a family-owned business with a national footprint. Since 2003, they have focused solely on the life settlement and life insurance policy valuation market. Ashar Group partners with financial professionals, fiduciaries, broker-dealers, and institutions serving as an independent advanced planning resource in the secondary market for life insurance.

    Throughout her tenure at Ashar Group, Jamie has earned the reputation of a determined client advocate. She is the go-to resource for advanced planners and fiduciaries who integrate life insurance policy valuation into their planning process. If the decision is made to sell the policy as a life settlement, she negotiates with licensed buyers on behalf of their clients. Jamie speaks nationally at financial services conferences and estate planning councils providing continuing education for both financial and insurance professionals.

    Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She is a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation, where she serves on the board and mentors patients and families. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends.

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

    This Program is Being Sponsored by


    Click here to download a printable registration form.


    • Tuesday, February 18, 2025
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    Watch for more information soon!


    COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

    AGENDA
    11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
    11:45 - 12:00 p.m. Registration
    12:00 - 1:45 p.m. Luncheon & Program

    PROGRAM OVERVIEW

    Watch for more information soon!

    Speaker:

    Michael M. Gordon is a Director at the Wilmington law firm of Gordon, Fournaris & Mammarella, P.A. He is a graduate of Fairfield University and the Catholic University of America, Columbus School of Law. He received his Masters of Law in Taxation from Villanova University School of Law in 2008 and is a member of the Delaware and Maryland Bar Associations.

    Michael is the former Chair of the Estates and Trusts Section of the Delaware Bar Association. He is a Fellow of the American College of Trust and Estate Counsel. Michael frequently lectures throughout the country on various estate planning topics.

    Michael’s practice focuses on the unique aspects of Delaware trust law, including directed trusts, dynasty trusts, asset protection trusts and all aspects of the validity, construction and administration of Delaware trusts. Michael routinely works with clients across the country to transfer the situs of trusts to Delaware and to modify trusts to take advantage of Delaware’s favorable trust law. Michael drafts, reviews and comments on Delaware trust agreements for local and out of state clients and provides legal opinions on the validity of trusts under Delaware law.

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



    • Thursday, March 20, 2025
    • 3:30 PM - 7:00 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    Watch for more information soon!

    AGENDA
    3:30 – 4:00 p.m. Registration
    4:00 – 5:00 p.m. Program
    5:00 – 7:00 p.m. Cocktail Reception

    PROGRAM OVERVIEW

    Watch for more information soon!

    Speaker:  

    Jay Judas provides strategy, validation and structure to a wide range of individual and corporate life insurance clients. He founded Life Insurance Strategies Group to offer unbiased and pragmatic advice to enhance and simplify the distribution, sale and purchase of life insurance.

    ​Jay is a former senior executive with carriers Crown Global Insurance Group and BF&M Insurance Group. He served as the Country Manager for Life Insurance Distribution for Sun Life’s Bermuda Branch and for Old Mutual (Bermuda) Ltd. He holds a JD from Rutgers University School of Law, a M.Sc. in Leadership from Northeastern University and a BA in Communications from the University of Northern Iowa. Jay is a long-time member of Finseca, the leading voice in financial security.

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



    • Wednesday, May 21, 2025
    • 4:15 PM - 8:00 PM
    • Franklin Institute, 222 N. 20th St., Philadelphia, PA 19103
    Register

    Watch for more information soon!

    Agenda
    4:15 p.m. – 4:45 p.m. Registration
    4:45 p.m. – 5:00 p.m. Council Remarks/Annual Meeting/Election
    5:00 p.m. – 6:00 p.m. Presentation
    6:00 p.m. – 8:00 p.m. Cocktail Reception

    PROGRAM OVERVIEW

    Watch for more information soon!

    Speaker:

    Strider Elass is Senior Economist and part of the First Trust Economics Team that Bloomberg has consistently ranked as one of the top forecasters of the U.S. economy over the past decade plus.

    At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries, and building content. In 2022, The First Trust Economic Team was rated the Most Accurate Economic Forecasters in the United States by Consensus Economics. The team also won multiple Gold Medals from Financial Advisor IQ in both 2020 and 2021 for Macro Commentary, overall content, and commentary and was also rated 2nd for Thought Leadership by Fuse Research. The First Trust Economics Team has been awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics over multiple years for accurate home price predictions. In 2017, First Trust’s thought leadership material was ranked as number one for most read and most shared by financial professionals with colleagues or clients in the “Top 10 Financial Providers for Thought Leadership Activity.” Strider was instrumental in researching for the book, It’s Not As Bad As You Think, published in 2009 by First Trust’s Chief Economist, Brian Wesbury. Strider’s contribution to the team’s success goes beyond his research responsibilities. He is also a highly sought-after speaker and regularly presents at broker and retail events across the country and abroad, sharing his expertise with a wide audience.

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


Past events

Thursday, November 14, 2024 November 2024 Educational Program & Cocktail Reception
Monday, October 28, 2024 PEPC MEMBERS ONLY: The Facts About Annuities: What You and Your Clients Need to Know About Annuities
Tuesday, October 22, 2024 October 2024 Luncheon Program
Sunday, October 20, 2024 61st Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference
Thursday, October 17, 2024 Drop-In Networking Event
Thursday, September 19, 2024 September 2024 Educational Program & Welcome Back Party
Wednesday, August 28, 2024 Pickleball Outing & Drop-In Happy Hour
Monday, July 22, 2024 27th Annual Golf, Tennis & Yoga Outing
Monday, July 22, 2024 SPONSORSHIPS: 27th Annual Golf, Tennis & Yoga Outing
Tuesday, July 09, 2024 Next Gen Happy Hour
Monday, June 17, 2024 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, June 04, 2024 Joint EPC Happy Hour
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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