|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
|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
|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||
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
|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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