Philadelphia Estate Planning Council

Events

    • 28 Nov 2018
    • 8:00 AM - 9:00 AM
    • Andersen Tax, Three Logan Square, 1717 Arch Street, Suite 3730, Philadelphia, PA 19103
    Register

    Topic: TBD

    • 4 Dec 2018
    • 5:30 PM - 7:30 PM
    • Union Trust, 717 Chestnut Street, Philadelphia, PA 19106
    Register

    Celebrate the Holidays with the Philadelphia Estate Planning Council over cocktails and heavy hors d'oeuvres at Union Trust.  

    Pre-register by November 23rd to be eligible to for great door prizes!



    • 12 Dec 2018
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 13 Dec 2018
    • 12:00 PM - 1:30 PM
    • 1735 Market Street, 5th Floor Conference Center, Philadelphia, PA 19103
    Register

    “The Art of Impact”

    OVERVIEW: 
    Philadelphia’s vibrant cultural sector does more than delight millions of people each year with entertaining performances and inspiring exhibits. Arts and culture fuels over $4 billion of economic impact each year and is a significant driver of tourism. But the arts are also a powerful tool for social impact in neighborhoods and communities across our region, from educating our young people and reducing isolation among seniors to relieving PTSD in veterans and helping people on the autism spectrum.

    At this session the Greater Philadelphia Cultural Alliance, which tracks the economic and social impact of arts and culture and the fiscal health of the nonprofit cultural sector, will review its latest research, including a recent study of how perceptions of impact motivate giving among high-net-worth donors and what cultural organizations are doing to address many of our region’s most pressing challenges. This informative session will expand your understanding of how the arts are relevant and why they are one of Philadelphia’s most valuable public assets.

    SPEAKER:  Michael Norris, Chief Strategy Officer, Greater Philadelphia Cultural Alliance
    Michael Norris joined the Cultural Alliance as Vice President of External Relations in 2012, and became the Chief Strategy Officer in 2017. He directs the Alliance’s policy, community engagement and development initiatives.

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

    NOTE: Bring your own lunch.

    Click here to download a printable registration form
    • 8 Jan 2019
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Strategic Philanthropy:
    Lessons Learned and Best Practices for Coherent Family Giving"

    For nearly 40 years, Bruce DeBoskey has been dedicated to community building and social change through his professional and volunteer work. It is with that mission and commitment that he founded The DeBoskey Group in 2010, to help individuals and families, businesses, and foundations organize, strategize, evaluate and maximize the impact of their philanthropic initiatives.

    Bruce writes a regular syndicated column “On Philanthropy” which is published in the Sunday Denver Post Business Section and distributed to over 600 newspapers and other news outlets around the U.S. and beyond through the Chicago-Tribune News Service. The columns can be read on the Publications page of this website.

    Bruce previously served as the Regional Director of the Anti-Defamation League’s Mountain States Region, directing the regional civil and human rights initiatives of this national nonprofit organization.

    Before that, Bruce was a shareholder in Silver & DeBoskey, P.C., a 30-person Denver law firm specializing in dispute resolution of complex civil matters. His areas of trial practice included discrimination, civil rights, professional liability, environmental torts, personal injury, employment disputes and business litigation.


    • 9 Jan 2019
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 16 Jan 2019
    • 8:00 AM - 9:00 AM
    • Heckscher, Teillon, Terrill & Sager P.C., 100 Four Falls, Suite 300 West Conshohocken, PA 19428-2983
    Register

    Topic:  New year, New You – Hiring and Interviewing – possible guest speaker

    • 13 Feb 2019
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 19 Feb 2019
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Preparing the Next Generation for What’s Ahead"

    Often families are concerned with the impact of the wealth transfers on their children and grandchildren, but don’t know how and when to start preparing them. Now that the lifetime gift exemption has increased, the issue is of even greater concern. This session will review the generational dynamics at work and offer practical steps to engage the rising generations in discussions about transfer strategies, values and intent.

    Donna Trammell is Director of Family Wealth Stewardship at Bessemer Trust. In this role, she leads next generation initiatives, working directly with clients to customize financial education curriculums, design and facilitate multigenerational family meetings, and help families make decisions about shared assets.  She also leads the firm’s Next Gen Client Advisory Council and annual Next Gen Client Workshop. Previously, she led the firm’s Marketing team.

    Prior to joining Bessemer, Donna worked in the private client group at Goldman Sachs. Before that, she held client relationship management positions at BBDO, Young and Rubicam, and Grey Advertising.

    She is a noted speaker on the topic of raising good stewards of wealth and has been quoted in such publications as The Wall Street Journal and Worth magazine. Donna is certified as a family business advisor (FFI) and multigenerational facilitator (21/64). She regularly volunteers to teach financial literacy to teens from low-income households.

    Donna earned a B.A. in history and English from Colgate University.

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

    This meeting is being sponsored by


    Click here to download a printable registration form.

    • 27 Feb 2019
    • 8:00 AM - 9:00 AM
    • Andersen Tax, Three Logan Square, 1717 Arch Street, Suite 3730, Philadelphia, PA 19103
    Register

    Topic:  Women and their Health

    • 13 Mar 2019
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 19 Mar 2019
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Social Security Planning"

    Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which provides “Expert Answers to Your Social Security Questions.” 

    Czarnowski is the former Regional Communications Director for the Social Security Administration (SSA) in New England, a position he held from December 1991 until his retirement at the end of 2010. He began his career with SSA in 1976, and during his 34 years with the agency he worked in several different management and staff positions in the Boston area.

    As Regional Communications Director, Czarnowski was responsible for coordinating the Social Security Administration’s public affairs/public information activities in the six New England states. In this role, he was a frequent speaker at local and regional events for members of the public.

    Czarnowski wrote the chapter on “Social Security and Retirement Planning,” for the book, The Six Secrets to a Happy Retirement, which was published by ATA Press in March, 2013. He has been a regular contributor to “Retirement Weekly,” a MarketWatch Publication, and his answers to readers’ Social Security questions have been seen in both the print and online editions of “U.S.A. Today.”

    In March, 2011, he joined the Board of Directors of the Massachusetts Association of Older Americans (MAOA) and has just ended his fourth year as President. He also serves on the Massachusetts Money Management Project’s state-wide Advisory Council, and is a Member of the New England Pension Assistance Project’s Advisory Board.

    A native New Englander, Czarnowski received a Bachelor's degree in History from Hamilton College in Clinton, New York, and a Master's degree in Public Administration from Northeastern University.

    He currently lives in Norfolk, Massachusetts with his wife, Anne.

    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


    • 25 Apr 2019
    • 5:30 PM - 8:00 PM
    • Heckscher, Teillon, Terrill & Sager P.C., 100 Four Falls, Suite 300 West Conshohocken, PA 19428-2983
    Register

    Wine and Cheese Reception

    • 16 May 2019
    • 3:00 PM - 8:00 PM
    • National Museum of American Jewish History, 101 S. Independence Mall East, Philadelphia, PA 19106
    Register

    Watch for more information soon!

    Event Schedule

    3:00 – 3:30 p.m. – Registration
    3:30 – 6:00 p.m. – Council Remarks & Program
    6:00 – 8:00 p.m. – Cocktail Reception & Venue Access


    • 24 Jun 2019
    • 10:30 AM - 8:00 PM
    • The Union League Golf Club at Torresdale
    Register

    Join the Philadelphia Estate Planning Council on Monday, June 24, 2019 for our 23rd Annual Golf & Tennis Outing. The outing is one of the council's most popular events and often sells out completely.

    Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. To help improve the speed of play, we will be providing fore caddies for all foursomes.

    If you don't play golf or tennis, we hope that you join us for the cocktail reception, dinner and networking with your PEPC colleagues.

    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: 12:30 p.m.
    Tennis Round Robin: 2:30 p.m. - 4:30 p.m.
    Reception: Cocktails & Hors D'oeuvres: 6:00 p.m.
    Dinner: 7:00 p.m

    Registration Fees: 
    Single Golfer: $250 
    (includes golf, gift, lunch, cocktails and dinner)

    Foursome: $1,000 
    (one player must be PEPC member - includes golf, gift, lunch, cocktails and dinner)

    Hole Sponsor with Corporate Foursome: $1,250 
    (one player must be PEPC member - includes golf, gift, lunch, cocktails and dinner and a hole sponsorship)

    Tennis (with lunch): $100
    (includes lunch, tennis, gift, cocktails and dinner)

    Tennis (without lunch): $85
    (includes tennis, gift, cocktails and dinner)

    Dinner Only: $50
    (includes cocktail hour and dinner)


    • 24 Jun 2019
    • 10:30 AM - 8:00 PM
    • The Union League Golf Club at Torresdale
    Register

    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 and tennis 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 dinner.
    • Signage at the event with your company logo.
    • $100 discount on a foursome registration

    Hole Sponsor with Foursome - $1,250

    • Signage at a designated hole with your company logo.
    • Foursome to include golf, gift, lunch, cocktails and dinner for four golfers.

    Hole Sponsor - $300

    • Signage at a designated hole with your company logo.

    Drink Station Sponsor - $300

    • Signage at a drink station with your company logo.

    Tennis Sponsor - $300

    • Signage at the tennis courts with your company logo.

    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: 12:30 p.m.
    Tennis Round Robin: 2:30 p.m. - 4:30 p.m.
    Reception: Cocktails & Hors D'oeuvres: 6:00 p.m.
    Dinner: 7:00 p.m

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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