Philadelphia Estate Planning Council upcoming events

ETHICS FORUM: Lawyers, Financial Professionals and Mental Health Concerns (Tuesday, April 21, 2026)

Tue, 21 Apr 2026 12:00:00 GMT

"Lawyers, Financial Professionals and Mental Health Concerns"

This presentation explores the unique mental health challenges facing lawyers and financial professionals, including the cultural, environmental, and personality factors that contribute to high rates of stress, burnout, depression, and substance abuse. Drawing on current research, real-world case examples, and proven strategies from other high-stress industries, it makes the case for systemic change and outlines practical, actionable steps to improve well-being.

Speaker: Amanda Koplin, LPC is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. In 2014, she created and developed an idea for a mental health urgent care clinic and sold it in 2016 to create Koplin Consulting, a nationwide concierge mental health treatment team service. Amanda is passionate about helping people achieve mental wellness and creating sustainable support systems and solutions which integrate seamlessly into real life.

She is a speaker and a nationally sought after consultant who specializes in creating unique treatment plans and recommendations for individuals struggling with psychological concerns such as addictions, eating disorders, lack of motivation, and other issues impacting mental wellness. She is particularly adept at involving trusted advisors and family members in order to create the greatest impact.

Two Education Credits for CLE Ethics (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This Event is Being Co-Sponsored by

Broad Street Training Walk & Run (Wednesday, April 22, 2026)

Wed, 22 Apr 2026 21:00:00 GMT

Join the Philadelphia Estate Planning Council for a fun and energizing Broad Street training walk/run on Wednesday, April 22. This free, 3 mile route is open to members and non members and welcomes all (walkers and runners) —whether you’re training for the Broad Street Run in May or simply looking to get some miles in. We’ll start and finish at the Three Logan Square courtyard in Center City and head out to the Schuylkill River Trail. The event kicks off at 5:00 PM, followed by Pressed Juices and light bites to refuel and connect. Come run, network, and celebrate Earth Day with PEPC!

There is no charge to attend, but registration is required for planning purposes.

This Event is Being Sponsored by

PEPC MEMBERS ONLY: Roundtable Program (Tuesday, April 28, 2026)

Tue, 28 Apr 2026 16:00:00 GMT

"Cracking the Code: Affordable College Solutions"

In this roundtable you will receive information to help your clients understand options for college funding including:

The Big Beautiful Bill: How do recent changes affect financial planning.
Demystifying Financial Aid: Help you understand the complex financial aid system.
Student Aid Index Insights: Find out how it's calculated and what it means for your clients.
Maximizing Savings: Explore how to effectively use 529 plans, Education Savings Accounts, and other tax-efficient tools.

Presented by Jodi Bloom, a Certified College Funding Specialist from Cornerstone College & Wealth Solutions. With her vast expertise, Jodi has empowered countless families and guided CPAs and estate planning attorneys to successfully navigate the often confusing world of college funding. She and her team plan for the cost of college in ways to ensure that it is incorporated into the broader scope of retirement and legacy planning.

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

No continuing education credits will be offered for this program.

2026 Annual Meeting, Seminar & Reception (Tuesday, May 05, 2026)

Tue, 05 May 2026 20:15:00 GMT

"Post-OBBBA Challenges in Planning for IRAs and Trusts"

Agenda
4:15 p.m. – 4:45 p.m. Registration
4:45 p.m. – 5:00 p.m. Council Remarks/Annual Meeting/Election
5:00 p.m. – 6:00 p.m. Presentation
6:00 p.m. – 8:00 p.m. Cocktail Reception

PROGRAM OVERVIEW

The past several years have ushered in a period of extraordinary change for practitioners and trustees who administer trusts holding, or expected to receive, large IRA and qualified plan balances. The SECURE Act (2020), SECURE Act 2.0, (2022), new Treasury Regulations on separate account rules and designated beneficiary determinations (2024), and the One Big Beautiful Bill Act (OBBBA, 2025) have collectively transformed the rules governing how retirement assets flow into and through trust structures.

In this session, Griffin Bridgers will guide practitioners through the most significant of these changes, with particular focus on the issues that are most acute when a trust holds or is the beneficiary of a disproportionately large retirement account. The session covers five integrated themes: (1) the new landscape for trusts as IRA beneficiaries under the updated Treasury Regulations, including updated separate account rules; (2) the impact of OBBBA on grantor and non-grantor trusts receiving IRA distributions, including implications for charitable planning structures; (3) state fiduciary law considerations and the effect of trust situs on income classification and distribution rights; (4) estate tax apportionment issues that arise with large IRAs; and (5) practical remedies available to trustees, including trust decanting and modification.

Attendees will leave with a deeper understanding of both the governing legal framework and the practical tools available to protect trust beneficiaries and minimize the overall income and estate tax burden on large retirement asset holdings.

Speaker:

Griffin Bridgers, J.D., LL.M. is a Member at Illumine Legal LLC in Denver, Colorado and also serves as an outsourced subject matter expert in estate and wealth transfer for RIA firms, CPAs, and family offices. In addition to his professional services, Griffin is a go-to educational resource in tax and estate planning for thousands of attorneys, trust officers, advisors, CPAs, and other wealth transfer professionals through his Substack newsletter, State of Estates, and his YouTube channel. Griffin also runs the Inheritcy newsletter and website, which is dedicated to innovation in consumer service and education in estate planning.

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

Thank You to Our Annual Meeting Sponsors

Sponsorship opportunities still available!
Please email staff@philaepc.org to confirm a sponsorship.

Click here to download a printable registration form.

Joint EPC Happy Hour (Tuesday, June 09, 2026)

Tue, 09 Jun 2026 21:30:00 GMT

Estate planning professionals in the Greater Philadelphia area are invited to join us for a happy hour for several of the regional estate planning councils in the area:

Bucks County Estate Planning Council
Chester County Estate Planning Council
Delaware County Estate Planning Council
Estate and Financial Planning Council of Southern New Jersey
Montgomery Estate Planning Council
Estate Planning Council of Delaware
Philadelphia Estate Planning Council

This is a great opportunity to meet your counterparts from other areas of the region and broaden your network.

The $45 registration fee includes appetizers and networking. Cash bar available for drinks.

Sponsorships are available for $750 per company and include four tickets to the event, plus recognition on signage at the event and on event promotion.

Space is limited for this event, so please be sure to register early!

SPONSORSHIPS: 29th Annual Golf, Tennis & Yoga Outing (Monday, July 13, 2026)

Mon, 13 Jul 2026 14:30:00 GMT

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.

29th Annual Golf, Tennis & Yoga Outing (Monday, July 13, 2026)

Mon, 13 Jul 2026 14:30:00 GMT

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.

A variety of sponsorships are available for this event. Please CLICK HERE for more information and to confirm a sponsorship.

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.

Coffee Break Networking Event (Thursday, October 01, 2026)

Thu, 01 Oct 2026 18:00:00 GMT

Join us for the Philadelphia Estate Planning Council’s Coffee Break Networking Event on October 1st from 2:00 to 3:30PM at Glenmede’s 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!