Help PEPC Outreach Committee and the Friends of the Wissahickon at their Earth Day of Service on Saturday, April 22nd at 9AM- 12PM.

This service day is just the start of FOW’s larger plans to improve the park and create better access for area neighbors. Work on this Saturday will consist of cleaning litter and debris, cutting back invasive plants, and beautifying this section of the park. Tools, gloves, snacks, and instruction will be provided – no experience necessary!

Friends and family are welcome to join!  Just RSVP with the total number of people joining you for this day of service.

Details

• Location: Location TBD based on Registration Numbers and will be communicated week of Day of Service
• Time: Cleanup begins at 9AM, please meet a bit before.

Please contact Jacklynn Ann Barras, Co-Chair of the Outreach Committee at  Jacklynn.barras@bnymellon.com or 215-553-2546, with any specific event questions.

The 2023 PEPC Annual Meeting will only be offered as an in-person program.
A virtual option is not available.

Watch for more information on the topic soon!

Scott A. Bowman’s practice focuses on providing personal tax and estate planning counseling to wealthy individuals and families, advising them on structuring their wealth to minimize income, estate, gift and generation-skipping transfer taxes over multiple generations. He advises on trustee and family governance structures throughout the estate and trust administration process to preserve business enterprises and manage potentially sensitive family circumstances.

Scott is experienced in handling international aspects of tax and estate planning for multi-national families, advising non-US citizens who are considering immigrating to the United States, investing into US financial and real estate markets or transferring wealth to US beneficiaries by gift or inheritance. Scott also advises US clients living or investing abroad and with regard to US expatriation.

Event Schedule

3:15 p.m. – 3:45 p.m. Registration
3:45 p.m. – 4:00 p.m. Council Remarks/Annual Meeting/Election
4:00 p.m. – 5:30 p.m. Presentation
5:30 p.m. – 7:30 p.m. Cocktail Reception

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

Join the Philadelphia Estate Planning Council on Monday, July 24th for our 26th 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
Whitemarsh Valley Country Club
815 Thomas Road
Lafayette Hill, PA 19444

TENNIS LOCATION
Green Valley Country Club
201 Ridge Pike
Lafayette Hill, PA 19444

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 The Green Valley Country Club.  Registration includes a tennis clinic and round robin tournament.  Lunch is not included in the tennis registration fee.  No dress code is required.  

Tennis Registration Fee: $85
Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at Whitemarsh Valley Country 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 Whitemarsh Valley Country Club.  Does not include lunch.

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

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

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.