MANNA uses nutrition to improve health for people with serious illnesses who need nourishment to heal. By providing medically tailored meals and nutrition education, we empower people to improve their health and quality of life. MANNA prepares and delivers nutritious, medically appropriate meals to neighbors who are battling serious illnesses such as cancer, renal disease and HIV/AIDS. From hands on cooking classes and nutrition counseling to the delivery of 3 meals a day, 7 days a week, MANNA provides nourishment, hope and healing to the Greater Philadelphia Area, Southern New Jersey and beyond.

The PEPC will participate in an afternoon volunteer shift on Wednesday February 4th from 1:30 - 4:30 p.m. Volunteers help to chop, dice, cook and package meals. A volunteer shift often includes working on a line to package items for a breakfast or lunch meal, or help to prepare and package sandwiches or entrée items.

After our volunteer shift, we will also have a short session with MANNA team members to learn more about the organization, and then have a happy hour at the MANNA facilities.

Please click HERE to register through MANNA's website.

This event is limited to current PEPC members only. 
Space is limited to 15 volunteers, so register early!

Join us for the Philadelphia Estate Planning Council’s Coffee Break Networking Event on February 11th from 2:00 to 3:30PM at Glenmede’s new in-house coffee bar! Take a break, enjoy a cup of coffee, and connect with professionals in the estate planning community. This informal yet engaging event provides the perfect opportunity for a mid-afternoon re-energization before heading back to the office to finish your day!

Administered by the National Association of Estate Planners & Councils, the Accredited Estate Planner® designation means “I believe in the team concept of estate planning.” Obtaining the designation allows AEPs to distinguish themselves from their peers as a true member of a client's team. If you have a firm commitment to the collaborative approach of estate planning and want to cultivate multi-disciplinary relationships, this could be the professional designation for you.

The AEP designation is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

If you are a credentialed professional looking to set yourself apart from the competition, please join this discussion to learn more about what is involved in obtaining the AEP designation.  

There is no cost to attend this virtual meeting and it is open to both members and non-members.

Speakers:

• Susan Austin Carney, JD, Designation and Certification Administrator, National Association of Estate Planners & Councils (NAEPC)
• Plus members of our NAEPC Engagement Committee

This is a free event for PEPC members and non-members.

Click here to download the handouts:

Tri-Fold Brochure Consumer Brochure Why Earn the AEP Designation

Watch for more information soon!

The November program will be offered as a virtual meeting only. 
We will not be offering an in-person option.

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

"Private Placement Life Insurance: Beyond the Basics"

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

Private Placement Life Insurance (“PPLI”) is an asset accumulation and distribution vehicle that combines the tax advantages of life insurance with the investment potential of an evergrowing selection of funds and discretionary accounts with customized investment mandates.

Through an educational overview of the mechanics of PPLI, as well as detailed case studies, this course will provide insight on utilizing PPLI as an advanced planning tool within a sophisticated wealth and estate planning context. The presentation will examine the legal, tax, and regulatory framework governing PPLI, including life insurance qualification requirements, diversification rules, investor control considerations, and relevant fiduciary duties. Participants will also explore common structuring approaches, governance and compliance issues, and the interaction of PPLI with trusts and alternative investments.

The program is designed to assist participants in identifying potential issues and risks with a focus on best practices for advising clients on the appropriateness of PPLI relative to their current situation and stated goals. This course is educational in nature and does not promote specific products or providers.

SPEAKER

Jeri Turley is a Principal of Winged Keel Group, where she leads the firm’s Richmond, VA, and Washington, D.C. offices. She works closely with ultra-affluent families, and their businesses and advisors, to design, implement, and administer customized insurance strategies that help to enhance asset accumulation, philanthropic giving, and generational wealth transfer. Jeri also plays a central role in expanding the firm’s corporate owned life insurance (COLI) and partner owned life insurance (POLI) practices, advising organizations, including law firms, on customized plans that help fund benefit liabilities and strengthen after-tax savings programs.

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 - $1,250

• 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 cocktail reception.
• Signage at the event with your company logo.

Event Sponsor with Foursome - $2,500

• 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 cocktail reception.
• Signage at the event with your company logo.
• Foursome to include golf, gift, lunch and cocktail reception for four golfers. 

Hole Sponsor with Foursome - $1,700

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

Hole Sponsor - $350 

• Signage at a designated hole with your company logo.
  

Drink Station Sponsor - $350

• Signage at a drink station with your company logo.
  

Tennis Sponsor - $350

• Signage at the tennis courts with your company logo.
  

Yoga Sponsor - $350

• Signage at the yoga class with your company logo.

Outing Agenda

Golf Registration: 10:00 a.m. - 12:00 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.

Join the Philadelphia Estate Planning Council on Monday, July 13th for our 29th Annual Golf, Tennis & Yoga Outing. The outing is one of the council's most popular events and often sells out completely.

This year, the golf, tennis and yoga outings will all take place at the same location - Manufacturer's Golf & Country Club in Fort Washington, PA.

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: 12:00 p.m.
Tennis Round Robin: 1:30 p.m. - 4:00 p.m.
Yoga Class:  3:00 p.m. - 4:15 p.m.
Cocktail Reception with Food Stations : 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: $350 
Includes golf, gift, lunch buffet, cocktail reception and dinner buffet

Foursome: $1,400
One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet

Hole Sponsor with Corporate Foursome: $1,700
One 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 Manufacturers' Golf & Country Club  Registration includes a tennis clinic and round robin tournament.  Lunch is not included in the tennis registration fee.  Appropriate racquets apparel and footwear are acceptable in the racquets area and facilities.

Tennis Registration Fee: $100
Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & 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 Manufacturers' Golf & Country Club.  Does not include lunch.

RECEPTION ONLY INFORMATION: The reception only registration includes the cocktail reception with heavy hors d'oeuvres and food stations at Manufacturers' Golf & Country Club.  Participants can expect to enjoy ample food and an open bar!  This is not a sit-down dinner.

Reception Only Fee: $75
Includes cocktail reception only.