Philadelphia Estate Planning Council

Events

    • Tuesday, February 15, 2022
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia OR Zoom Webinar
    Register

    "Straddling the Border: Select Considerations when a Canadian Person or Asset Appears in a U.S. Plan"

    UNION LEAGUE VACCINATION REQUIREMENT:
    The Union League requires all attendees to be prepared to show proof of vaccination when entering the building.  Click here to read the requirement details.

    Click here to read the PEPC COVID-19 Waiver

    COFFEE MEET AND GREET: The Professional Women’s Network Committee has organized a meet and greet coffee station prior to our January 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 us!

    VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead for $35 per person.   Attendees will be able to watch the livestream broadcast of the program on the program date.

    This presentation will consider certain international estate planning issues, through a Canadian / U.S. lens. How should we deal with Canadians or Canadian assets in U.S. plans, and vice versa.  Please note, that our speaker will be joining us virtually from Canada for this program.

    Speaker: Cheyenne J.H. Reese, Legacy Tax + Trust Lawyers

    Cheyenne assists clients with tax, estate and trust planning. Cheyenne received her J.D. from the University of Victoria in 2005 and her Masters of Law Degree in International Taxation from New York University in 2006. As a result, a major part of her practice is related to cross border U.S. – Canada transactions and estate planning, including estate, gift, and generation skipping tax issues. In addition, Cheyenne advises U.S. citizens and green card holders regarding U.S. tax compliance and the U.S. expatriation tax rules.

    Cheyenne was called to the British Columbia Bar in 2007 and has been at Legacy Tax + Trust Lawyers since that time, becoming a Principal in 2013. She presents often on cross-border tax and estate planning issues. Cheyenne was named 2022 Lawyer of the Year in Vancouver for her expertise in Tax Law by The Best Lawyers in Canada.

    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 IN-PERSON registration form.

    REFUNDS NOT PROVIDED FOR IN-PERSON REGISTRATIONS WHO CONVERT TO VIRTUAL REGISTRATION AFTER FEBRUARY 14, 2022

    • Wednesday, February 23, 2022
    • 12:00 PM - 1:00 PM
    • Zoom Webinar (Log-In Access will be provided to registered participants the day prior to the program)
    Register

    "What Does Block Chain Technology and Crypto Currencies Mean to You and Your Clients?"

    OVERVIEW: 
    This webinar will provide an overview of how blockchain technology and cryptocurrencies such as Bitcoin can impact you. The panelists will provide a primer on Bitcoin, Blockchain, and other cryptocurrencies and the different considerations individuals and businesses should have in mind regarding these new assets and technologies. The presentation will also address specific applications businesses are utilizing within the industry, including but not limited to, different types of crypto assets, interest bearing services, stablecoins, and technical business solutions.

    SPEAKERS: 

    • Andrew Bull, Esq., Founding Partner, Bull Blockchain Law LLP
    • Rhonda Okamoto, Board Member, Diversity in Blockchain, Inc.
    • Steve McKeon, CEO and Founder, MacGuyverTech


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

    No continuing education credits will be offered for this program.


Past events

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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