Past Meetings
EPCWC: December 6, 2023 Virtual Evening Meeting
Zoom link to be sent upon registration.
Please join us for virtual networking and an informative presentation on Business Valuations from Brian Goodhart of Capstone Strategic, a Firm dedicated to helping business owners complete successful transactions.
EPCWC: November 8, 2023 Member Lunch Meeting
Knollwood Country Club
200 Knollwood Road Ext.
Elmsford, NY 10523
Venue website
EPCWC: Network with Lower Fairfield County EPC
Come and meet members of the Estate Planning Council of Lower Fairfield County for dinner and networking.
EPCWC: October 4, 2023 Dinner Meeting
Hampshire Country Club
1025 Cove Road
Mamaroneck, NY 10543
Venue website
EPCWC: July 12, 2023 Dinner Meeting (RESCHEDULED from June 7th)
Hampshire Country Club
1025 Cove Road
Mamaroneck, NY 10543
Venue website
EPCWC: June 7, 2023 Dinner Meeting/Annual Membership Meeting
Hampshire Country Club
1025 Cove Road
Mamaroneck, NY 10543
Venue website
EPCWC: May 3, 2023 Breakfast Meeting
Merrill Lynch, Pierce, Fenner & Smith Inc.
360 Hamilton Avenue
White Plains, NY 10601
Venue website
Beyond the 4% withdrawal standard: Efficient income planning for the modern retiree. Lisa will teach us how to engage clients in income planning conversations, how to help clients develop a financial strategy aligned to income goals and how to change prod
Dinner Meeting - Private Foundations: Timely Matters; Speaker Jeffrey D. Haskell, J.D., L.L.M, Chief Legal Officer of Foundation Source
Knollwood Country Club
200 Knollwood Road Ext.
Elmsford, NY 10523
Venue website
Dinner Meeting- Private Foundations: Timely Matters; Speaker Jeffrey D. Haskell, J.D., L.L.M, Chief Legal Officer of Foundation Source
EPCWC: February 1, 2022, Lunch Meeting
Sam's of Gedney Way
50 Gedney Way
White Plains, NY 10605
Venue website
New York State has changed the rules again for fiduciaries and life insurance. Join us to learn what documentation fiduciaries now need to support their decisions.
