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
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 AGENDAGolf 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: $1,400One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
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: $1,400One 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
Hole Sponsor with Foursome - $1,400
Hole Sponsor - $350
Drink Station Sponsor - $350
Tennis Sponsor - $350
Yoga Sponsor - $350
Outing Agenda
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org