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.  

This event includes heavy appetizers, light dinner buffet and open bar.

In today’s complex financial landscape, technical expertise alone isn’t enough. The ability to understand, connect, and communicate effectively is what sets exceptional T&E professionals apart. This panel explores how Emotional Intelligence (EI) shapes the human side of wealth management and strengthens relationships with clients, colleagues, and across generations.

Key Discussion Points:

• What is Emotional Intelligence—and How to Put It Into Action: Moving beyond theory to practical strategies that enhance trust and collaboration.
• Intentional Empathy: Why empathy isn’t just a soft skill—it’s a professional advantage that makes you a better fiduciary, colleague, and advisor.
• Bridging Generational Gaps: Techniques for fostering meaningful communication and understanding across diverse age groups.
• Intra-family Conflict Resolution: Turning challenges into opportunities for growth and stronger partnerships.
• Self-Awareness: Recognizing your own emotional triggers and biases to improve decision-making and leadership.

Speakers:

• Kim V. Heyman, JD, LLM, AEP®, Director, Pathstone

• Megan Helzner, Principal, CFAR
• Brittany Cook, Fiduciary Counsel and Wealth Planner, Tiedeman Trust Company
• Moderated by Andrew Barron, Esq., Stradley Ronon

Join us for an engaging conversation that will leave you with actionable insights to elevate your practice and relationships.

Continental breakfast will be served.

This program is for PEPC members only. 

There is no cost to attend, but registration is required for security purposes.  Space is limited, so please register early.

Watch for more information soon!

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

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

No-shows will be billed. No refunds after January 19, 2026.

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.

Watch for more information soon!

AGENDA

3:30 – 4:00 p.m. Registration
4:00 – 5:00 p.m. Program
5:00 – 7:00 p.m.  Cocktail Reception