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Philadelphia Estate Planning Council

Events

    • Thursday, October 17, 2024
    • 5:30 PM - 7:30 PM
    • Iron Hill Brewery, 1150 Market Street, Philadelphia, PA 19147
    Register

    Celebrate the end of the October 15th tax deadline with a night out with your fellow estate planning professionals!  The Philadelphia Estate Planning Council is hosting a drop-in networking event for members and non-members on Thursday, October 17th at Iron Hill Brewery.  

    This event presents a unique opportunity to expand your professional network, engage with like-minded individuals, and build lasting relationships in a relaxed atmosphere with good food, craft beer and great conversation with other industry professionals.

    Registration fee:  $30 per person
    Includes light appetizers.  Cash bar available for drinks.

    No refunds for cancellations received after October 15, 2024


    • Sunday, October 20, 2024
    • Thursday, October 24, 2024
    • Anaheim, California


    Who Should Attend?

    The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status. The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends.

    CLICK HERE FOR MORE INFORMATION

    • Tuesday, October 22, 2024
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Addressing the Human and Technical Aspects of Planning to Meet the Evolving Needs of UHNW Families"

    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

    Addressing the Human and Technical Aspects of Planning to Meet the Evolving Needs of UHNW Families." Drawing from over 20 years of experience working closely with single family offices and ultra-high-net-worth families, Jim will explore the often-overlooked human elements of wealth planning and estate management. While technical strategies like asset protection and tax efficiency are crucial, this talk will highlight the importance of understanding the emotional and relational impacts of financial decisions on families. Attendees will gain practical insights on how to balance these technical aspects with a deeper sensitivity to the human needs of their clients, ensuring that wealth plans not only preserve financial capital but also enhance family harmony and legacy. This session is designed for professionals seeking to elevate their practice by integrating a holistic approach to wealth management.

    Speaker:

    As Managing Director leading Pathstone’s Wealth Planning Group, Jim Coutré focuses on developing, delivering, and refining the firm’s holistic wealth advisory and family office solutions. Leading a team of central professionals and collaborating throughout Pathstone’s national footprint, Jim works to create solutions to the technical and emotional complexity created by financial wealth.

    Jim has a wealth of experience within the industry as a catalyst for new thinking and a trusted thought partner to ultra-high-net-worth families and family office executives. Jim was previously the Vice President of Insights & Connections for Fidelity Family Office Services, a segment of Fidelity Institutional℠, where he delivered perspective and problem-solving across a wide range of family matters and office matters to families and family office executives. Through Fidelity, Jim facilitated multiple family office peer groups and created a high-impact peer cohort for rising generation inheritors to address the human impact of their family’s financial success.

    Before joining Fidelity in 2014, Jim was a partner at The Philanthropic Initiative, where he served as a philanthropy advisor and was responsible for helping families and foundations increase the impact of their giving and training family office executives and professional advisors to help their clients set and achieve their philanthropic goals.

    Jim holds a Bachelor of Arts in economics from Washington University in St. Louis. He also holds the Advanced Certificate in Family Wealth Advising and the Advanced Certificate in Family Business Advising from the Family Firm Institute.

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


    Click here for a printable registration form.


    • Monday, October 28, 2024
    • 12:30 PM - 1:30 PM
    • Hybrid (Virtual or In-Person)
    Register

    "The Facts About Annuities:
    What You and Your Clients Need to Know About Annuities"

    HYBRID MEETING! 
    This program will be offered as a hybrid program with both in-person and virtual participation options:

    IN-PERSON LOCATION:
    Lincoln Financial
    150 N. Radnor-Chester Road
    Radnor, PA 19087

    VIRTUAL OPTION:
    Zoom Meeting

    Program Description:
    This roundtable will discuss what is an annuity, the different types of annuities and how they are used in clients’ financial plans. The panel will also address some of the negative press surrounding annuities and why they believe that exists. Lastly, the panel will cover important tax and estate planning implications that you and your clients should be aware of when dealing with Non-Qualified annuities. We have an expert panel with 50+ years of experience working with Annuities! Whether you work with annuities or not, it is highly likely that you will come across a client that has an annuity at some point in your career. This roundtable is designed to educate professionals, so they are better equipped to have annuity conversations with clients when the need arises.

    Speakers:

    • Bryan Tracy, Vice President & Director of Wealth Planning at The Haverford Trust Company
    • Michael DeFillipo, Partner at 1847 Private Client Group
    • Patricia Taylor, Advanced Solutions Specialist at the Lincoln Financial Group

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

    No continuing education credits will be offered for this program.


    • Thursday, November 14, 2024
    • 3:30 PM - 7:00 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Legacy Conversations: The Value of Educating Clients About Ethical Wills and Letters of Wishes"

    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

    Educate clients about the valuable benefits of writing non-binding personal legacy letters to heirs, successors and trustees as part of an approach to legacy planning that goes beyond mere allocation of financial assets. Get an historical, literary and legal overview of ethical wills, expressions of donor intent and letters of wishes to trustees, along with a host of practical suggestions for introducing the instrument to clients.

    Speaker:  Susan Turnbull is the Founder and Principal of Personal Legacy Advisors, LLC. A former journalist, her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. A frequent speaker to audiences of both advisors and their clients, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, and creator of Life Legacy Cards. Her work has been featured in many national publications including the New York Times and USA Today. She is a member of the Boston Estate Planning Council.

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



    • 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.  

    Heavy appetizers and light dinner buffet will be served and each attendee will receive two drink tickets (cash bar available for additional drinks).  

    This event is being co-sponsored by 








Past events

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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