Philadelphia Estate Planning Council

Events

    • Thursday, December 20, 2018
    • 8:00 AM - 9:00 AM
    • Blank Rome LLP, 130 North 18th Street, Philadelphia, PA 19103
    Register


    • Tuesday, January 08, 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"

    Bruce DeBoskey, J.D., is a Colorado-based Philanthropic Strategist with The DeBoskey Group, a consulting practice he founded nine years ago to help families, family offices, businesses and foundations across the country design and implement thoughtful philanthropic strategies to achieve meaningful impact for themselves and their communities.

    Bruce writes an award-winning, nationally-syndicated column “On Philanthropy” appearing initially in the Denver Post and then distributed by The Chicago Tribune to over 600 newspapers and other news outlets across the U.S. and abroad. He is the Dean of Philanthropy for the Purposeful Planning Institute and a Certified 21/64 Trainer. Bruce served for nearly nine years as the Anti-Defamation League’s Mountain States Regional Director, and before that, as a Colorado civil trial lawyer.

    Bruce is the recipient of Community Shares of Colorado’s Community Leader of the Year Award, Urban Peak’s Maverick Thinker Award, the Public Justice Foundation’s Trial Lawyer of the Year Award, and the Colorado Nonprofit Association’s Excellence in Media Award. He holds a B.A. from Indiana University and a J.D. from the Georgetown University Law Center.

    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




    • Wednesday, January 09, 2019
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • Wednesday, January 16, 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

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


    • Tuesday, February 19, 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.

    • Wednesday, February 27, 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

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


    • Tuesday, March 19, 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


    • Thursday, April 25, 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

    • Thursday, May 16, 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


    • Monday, June 24, 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)


    • Monday, June 24, 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

Past events

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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