Past Meetings
EPCWC: Dec 7 2022 Dinner Meeting: Legislative Update and Tax Planning
Knollwood Country Club
200 Knollwood Road Ext.
Elmsford, NY 10523
Venue website
EPCWC Lunch Meeting Nov. 9 2022
Knollwood Country Club
200 Knollwood Road Ext.
Elmsford, NY 10523
Venue website
Join us for a presentation on what Estate Planning Millennials are doing and a discussion of practical tips on working with them
EPCWC 9/21/22 Dinner Meeting - Case Study
Knollwood Country Club
200 Knollwood Road Ext.
Elmsford, NY 10523
Venue website
2022 Board Members' Organizational Meeting
Outdoor barbecue
525 Claflin Ave.
Mamaroneck, NY 10543
NAEPC Webinar: Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Webinar
EPCWC: June 1, 2022 Dinner Meeting/Annual Membership Meeting
Knollwood Country Club
200 Knollwood Road Ext.
Elmsford, NY 10523
Venue website
Join us to hear Ladidas Lumpkins, CPA, JD, LL.M. Tax of Prager Metis updates us on recent developments in laws about publicity and the estate planning opportunities they have created
EPCWC: Leveraging LinkedIn to Grow Your Business
Zoom link to be emailed to registrants prior to event
Susan Catalano will lead this members-only workshop helping you find, be found and stay visible with the high quality audience of LinkedIn members
EPCWC: May 4, 2022 Breakfast Meeting RESCHEDULED TO MAY 11th
Increase your impact and effectiveness with clients by fine tuning your reflective listening and sensitive expression skills
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Webinar
NAEPC Webinar: TBD
Webinar
Glenmede Silver Sponsorship
None
EPCWC: 2/23/22 Virtual Evening Meeting
Zoom link to be emailed to registrants prior to event
Join us to hear Kevin Matz share his unique spin on proposed tax law changes and their impact on high net worth families
NAEPC Webinar: Introducing the In Marriage
Webinar
EPCWC Virtual Lunch Meeting
Zoom link to be emailed to registrants prior to event
“The Benefits of Collaborating with a Concierge Geriatric Care Manager to Meet the Comprehensive Needs of Your Clients.”
