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

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.

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"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.

"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.

"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

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