Past Events

August 6, 2020 Zoom Meeting - “Estate Planning Steps to Take Before the 2020 Election”
Martin Shenkman, Esq.
February 28, 2020 "Understanding Social Security" - Monthly luncheon meeting
Mary “Kit” Mac Nee, CFP, CRPC, CSPG, AEP
January 10, 2020 “Business Succession Planning - a panel discussion” - Monthly luncheon meeting
Moderator Jeffrey Rogers,CPBC
December 13, 2019 "Current Developments in Estate Planning" - Joint luncheon meeting with FSP-CNY
Samuel A. Donaldson, JD, LL.M., AEP(Distinguished)
November 14, 2019 November Meeting - Special Evening Event
The Honorable Mary Keib Smith and Mr. Bob Searing
October 31, 2019 Breakfast Roundtable Event - "Solo 401(k)s, Regular 401(k)s & Cash Balance Plan Opportunities"
David Treichler, CFP, CLU
October 8, 2019 "Wealth Management for a Brave New World" - CE Presentation & Breakfast for Professional Advisors
R. Hugh Magill, Esq.
September 13, 2019 "IRA Planning Under the Required Minimum Distribution Rules (with preliminary thoughts on the SECURE Act" - Monthly luncheon meeting
Brian K. Haynes, Esq.
July 25, 2019 Brown Bag Luncheon Session: "Post-Mortem Estate Planning"
Jeremiah W. Doyle IV, JD, LL.M (taxation), LL.M. (banking law), AEP (Distinguished)
June 28, 2019 Breakfast Roundtable - June 2019
Jeffrey A. Rogers CPBC
June 12, 2019 EPC of CNY Board Meeting
June 5, 2019 Next Gen Rooftop Party - June 2019
May 23, 2019 Elder Law Fair 2019
TBA
May 17, 2019 EPC Next Gen Event - “Wills, Trusts & Long Term Care: A Primer”
Frederick P. Davies
May 6, 2019 EPC-CNY Annual Meeting at Tailwater Lodge
Clark B. McCleary, CLU, ChFC, AEP (Distinguished)
April 24, 2019 EPC of CNY Board Meeting
March 22, 2019 “Meet the Walters: A Case Study With a Twist" - monthly luncheon meeting
Moderators - Ami Setright Longstreet, Esq. & Paul F. Torrisi, Jr., CFP
March 6, 2019 EPC of CNY Board Meeting
February 28, 2019 The Problem: Fabricated or Factual?, The Solution: Expensive or Efficient? - EPC Breakfast Roundtable
Richard C. Murphy, CLU, LUTCF, AEP
February 14, 2019 Active vs. Passive Investments in the Modern Era & Economic update/Forecast - Monthly luncheon meeting
Kenneth J. Entenmann, CFA
January 18, 2019 Florida Residency – Establishing Florida Domicile: Issues and Pitfalls to Avoid - Joint with FSP-CNY Chapter
Thomas Bezigian, Jr., Esq.
January 16, 2019 EPC of CNY Board Meeting
December 21, 2018 "You're the Member for December - Be Prepared to Share a Collaborative Approach" - Monthly luncheon meeting
S. Mark Alton, CFP, CPWA, AEP - Facilitator
December 7, 2018 AEP & EPC Board Breakfast Roundtable
Board Members from AEP & EPC
November 15, 2018 "Elder Financial Exploitation: What Is The Role of the Professional Advisor?" - Monthly luncheon meeting
Jenny Ackley, MSW and Morgan Thurston, Esq.
November 14, 2018 EPC of CNY Board Meeting
October 23, 2018 Community Foundation Breakfast - "Charitable Remainder Trusts"
Philip L. Burke, Esq.
September 27, 2018 2017 Tax Reform Briefing & it's Effects on Individuals and Businesses - Monthly luncheon meeting
Dave G. Herring, CPA/CGMA, CVA, CFF, CDFA and Rick A. Tidd, CPA/ABV/CGMA, CVA, CFF, CITP, from Bowers & Company
August 24, 2018 Brown Bag Luncheon Session: "What the Estate Planner Needs to Know about Roth Retirement Plans"
Natalie B. Choate, Esq., AEP (Distinguished)
June 19, 2018 Next Gen Roof Top Party
May 9, 2018 Breakfast Roundtable May 2018 - 2017 Tax Reform Briefing
Dave Herring, CPA/CGMA, CVA, CDFA, CFF & William Meier, CPA
May 3, 2018 EPC CNY Annual Meeting Luncheon & CE Seminar Presentation
Seymour Goldberg, CPA, MBA, JD
March 23, 2018 "We've Got Something to Talk About" - Panel Discussion/Monthly Luncheon Meeting
Local Panelists & Moderators - see meeting notice for complete listing
February 15, 2018 Estate & Tax Planning Applications for Market-Based Life Insurance Valuations - February Luncheon Meeting
Don W. Poole
January 31, 2018 Breakfast Roundable: How to Utilize a Home Equity Conversion Mortgage (Reverse Mortgage) for Your Senior Clients
Dick Downs
January 19, 2018 Joint Luncheon and CE Seminar w/The CNY Chapter of the Society of Financial Service Professionals
Jeffrey R. Hoenle, CFP, CRPC, AEP & Ruth Flynn Raftery, JD, CPA
December 8, 2017 Times are Changing: Tax Proposals and What You Need to Know Today for Your Client - Monthly Luncheon Meeting
Mary Anne Cody, CPA, Esq.
November 9, 2017 1031 Exchanges and Estate Planning
Peter Karl, CPA, Esq.
October 31, 2017 Daily Money Management: Risks & Safeguards for Elderly Clients - Breakfast Roundtable Session
Dottie DeSimone, Controller at Bowers & Company CPAs
October 27, 2017 Brown Bag Luncheon Session - The Perfect modern Trust Including Income Tax Sheltering Opportunities
Richard A. Oshins, JD, LL.M., MBA, AEP (Distinguished)
October 19, 2017 CNY Community Foundation Event: Practical Charitable Planning
Pamela Jones Davidson, J.D.
September 28, 2017 Hard-to-Value Assets in Estate Planning
Ms. Janine Price & Mr. Joseph Caldwell
August 23, 2017 Brown Bag Luncheon - Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts
Gideon Rothschild, JD, CPA, AEP (Distinguished)
July 19, 2017 Brown Bag Luncheon - Life Insurance as an Asset Class
Richard M. Weber, MBA, CLU, AEP (Distinguished)
June 21, 2017 Brown Bag Luncheon - Powers of Appointment in the Current Estate Planning Environment
Turney P. Berry, JD, AEP (Distinguished)
May 24, 2017 Brown Bag Luncheon - Effective Estate Planning for Diminished Capacity: Can You Really Avoid a Guardianship?
Diana S.C. Zeydel, JD, LL.M., AEP (Distinguished)
May 19, 2017 15th Annual Elder Law Fair - Planning for Life After 50
May 3, 2017 2017 EPC CNY Annual Meeting
Steven G. Siegel, J.D., LL.M.
March 23, 2017 Next Gen March Madness Pre-Game Party
March 17, 2017 "Changing Client Solutions for a Changing LTC Planning World" - Monthly Luncheon Meeting, plus CE Seminar
Robert M. Vandy, CLU, ChFC, LUTCF, CLTC
February 17, 2017 "Elder Financial Exploitation - What is the Role of the Professional Advisor?" - Monthly Luncheon Meeting, plus CLE Credits Seminar
Jenny Hicks Ackley & Morgan R. Thurston, Esq., Moderated by Mary Anne Cody, Esq.
January 13, 2017 Estate Planning for the 1% - Large Estate Issues in 2017 - Joint Meeting with FSP CNY Chapter
John S. King, Esq. & Wiliam J. Killory, CPA
December 9, 2016 Estate Planning - Where We Came From and Where We Are Going - Monthly luncheon meeting
Joseph V. Falanga, CPA, AEP, TEP
November 11, 2016 "Dividing/Protecting Retirement Benefits Through and After a Divorce" - Monthly Luncheon Meeting
Sharon A. McAuliffe, J.D.
September 16, 2016 High Performance Teaming & Professional Collaboration, From Theory to Practice - Monthly Luncheon Meeting
S. Mark Alton, CFP, ChFC, CLU, CAP, AEP, MSFS, CPWA
May 10, 2016 EPC-CNY Annual Meeting - Multi-Disciplinary Interactive Discussion with Professional Moderator
John A. Warnick, Multi-Disciplinary Professional Moderator
April 12, 2016 Supporting Your Community & Growing Your Practice Through Wealth Transfer - Breakfast Roundtable Session
Thomas M. Griffith
March 18, 2016 "Contesting A Will in New York - SCPA 1404" Monthly Luncheon Meeting
The Honorable Ava S. Raphael, JD
February 11, 2016 Irrevocable Life Insurance Trusts: Drafting Considerations & Trustee Liability - Monthly Luncheon Meeting
Nancy Klotz, J.D. & Audrey Patrone Peartree, J.D.
February 2, 2016 Resources for Onondaga County Seniors - Breakfast Roundtable Session
Ms. JoAnne Spoto Decker
January 15, 2016 "Elder Care Planning" - Joint Luncheon Meeting with FSP-CNY Chapter
Maria R. Motsavage, RN, LNHA & Anthony A. Marrone II, Esq.
December 11, 2015 "Marriage Equality & Tax Penalties - A New Reality for Same Sex Couples" - Monthly Luncheon Meeting
Mr. Casey M. Sprock, Jr., Esq.
December 3, 2015 Breakfast Roundtable Session - 2015 Income Tax Update
Facilitated by: David A. Ayoub, CPA, Partner at Bowers & Company CPAs, PLLC
November 13, 2015 "Family & Wealth Sustainability: Integrating Family Virtues with Wealth Plannig for a Lasting Legacy" - Monthly Luncheon Meeting
Thomas C. Rogerson
October 28, 2015 Joint breakfast meeting with Central New York Community Foundation: Successful Charitable Gifts of Real Estate
Michael J. Degenhart and Peter Dunn
September 18, 2015 "Great Estates: A Brief Tour of Some of the 20th Century's Most Notable Estate Planning Blunders" - Monthly Luncheon Meeting
Joel T. Redmond, CFA, CFP
May 6, 2015 EPC-CNY Annual Meeting Luncheon & Seminar
Lee J. Slavutin, MD, CLU, AEP (Distinguished Nominee)
April 28, 2015 Breakfast Roundtable Session - Building a High-Performance Multi-Disciplinary Team
Facilitated by: S. Mark Alton, CFP, ChFC, CLU, CAP, AEP, CPWA
April 23, 2015 "Section 2519 Portablity Issues" - Monthly Luncheon Meeting
Austin Bramwell, Esq.
March 6, 2015 "Trusts - Hidden Gems in Financial Planning & Wealth Transfer" - Monthly Luncheon Meeting
Stanley R. Smiley, Esq.
February 13, 2015 "Social Security" - Monthly Luncheon Meeting
Theordore J. Sarenski, CPA/PFS, CFP, AEP
January 9, 2015 "Inherited IRAs Not Protected, Supreme Court Rules" - Monthly Luncheon Meeting, joint with FSP-CNY
David J. Zumpano, CPA, Esq.
December 12, 2014 Tax Update
William T. Kriesel, CPA/PFS, AEP
November 14, 2014 Medicare Made Simple - Monthly Breakfast Meeting
Theresa Cangemi, CSA, CLTC
November 5, 2014 NAEPC 51st Annual Conference
October 28, 2014 Monthly Meeting, joint with CNY Community Foundation
TBA
September 19, 2014 The NEW New York Estate Tax
Marion Hancock Fish, Esq.
May 7, 2014 EPC CNY Annual Meeting
Samuel A. Donaldson, JD, LL.M, AEP (Distinguished)
April 16, 2014 Cyberfraud - What Is It and Who is Liable For It?
Richard C. Engel, Esq.
March 7, 2014 Marriage: An Option for Same Sex Couples
Casey M. Sprock, Jr., Esq.
February 7, 2014 Medicaid topics, including supplemental needs trusts and estate recovery issues
Paula Mallory Engel, Chief Welfare Attorney at Onondaga County Dept. of Social Services
January 10, 2014 EPC of CNY Lunch Meeting
December 13, 2013 2013 Federal Tax Update - Including the New Unearned Income Medicare Tax
Anthony F. Dannible, CPA/ABV, CVA, CFF, CDA
November 8, 2013 EPC of CNY Lunch Meeting
October 22, 2013 Making Charitable Estate Planning Work for Business Owners
Jonathan Ackerman, J.D., M.L.T
September 19, 2013 "Fiduciary Misdeeds: When do they rise to the level of a criminal act?"
Robert J. DeMarco, Esq., Senior Assistant District Attorney
May 15, 2013 EPC CNY Annual Meeting
Al W. King III, J.D., LL.M., AEP (Distinguished) & Robert F. Baldwin, Jr., J.D., AEP
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