Past Events

November 29, 2024 Recording and Materials Only | Case Studies in Estate Planning for Retirement Benefits & When Retirement Benefits are Payable to a Trust
Natalie Choate
November 7, 2024 Membership Lunch Meeting with In-Person and Virtual Options | Case Studies in Estate Planning for Retirement Benefits & When Retirement Benefits are Payable to a Trust
Natalie Choate
October 16, 2024 Wine Down Wednesday Happy Hour with Anne Arundel County EPC
October 10, 2024 Networking Happy Hour
September 12, 2024 Membership Lunch Meeting - Connelly v. U.S.: Analysis and Discussion and Why It Matters For Your Clients
Robert Carter, Paradigm Forensics; Meghan McCullough, Offit Kurman; Christopher Walter, Davis, Agnor, Rapaport & Skalny
August 28, 2024 Wake Up Wednesdays
June 30, 2024 New Member Fee
June 26, 2024 Wake Up Wednesdays
May 9, 2024 Membership Breakfast - Applying Behavioral Finance in Your Estate Planning Practice - 17 Follow Up Questions to Enhance Client Conversations
Meghaan Lurtz, Kansas State University
April 16, 2024 Networking Happy Hour
March 6, 2024 Wake Up Wednesdays
March 5, 2024 Webinar | Highlights from the 2024 Heckerling Institute on Estate Planning
Jere Doyle, BNY Mellon
February 8, 2024 Membership Lunch Meeting - Modifying Irrevocable Trusts in Light of Maryland’s New Decanting Statute
Sarah Kahl, Venable; Alex Tanouye, Brown Advisory; Laura Thomas, Legacy Legal Planning
January 24, 2024 Wake Up Wednesdays
November 9, 2023 Membership Breakfast - The Corporate Transparency Act: What Estate Planning Professionals Need to Know
Melissa Wiley, Lowenstein Sandler
October 25, 2023 Networking Happy Hour
September 21, 2023 Membership Meeting - You Can't Take It With You - Nuts and Bolts of Planned Giving
Amy Seto, Lee Klumpp, Richard Letocha, Chris Walter
August 23, 2023 Wake Up Wednesdays - Summer Coffee Catch-Up - June 28 and August 23
June 30, 2023 Sponsorship 2022-2023
June 28, 2023 Wake Up Wednesdays - Summer Coffee Catch-Up - June 28 and August 23
May 11, 2023 Membership Meeting - Preparing Your Clients for the Great Sunset: Potential Changes to Estate and Trust Exemptions
Lisa Fulco, Michaela Muffoletto, Carlos Rodriguez
April 27, 2023 Networking Social
March 6, 2023 Webinar | Highlights from the 2023 Heckerling Institute on Estate Planning
Bank of America: Mitchell Drossman, Richard James, Steven Lavner, Aaron Shamshoian
February 9, 2023 Membership Meeting - Surprise! Re-Defining Family in the Wild West of DNA Test Kits and Assisted Reproductive Technology
Sarah Moore Johnson, Birchstone Moore LLC
November 9, 2022 Membership Meeting - Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities
Eido Walny, Walny Legal Group
October 19, 2022 Wine Down Wednesday Happy Hour
September 22, 2022 Membership Meeting - Financial and Estate Planning in a Volatile Market
Joe Carpenter, Brown Advisory; Michael Joseck, Offit Kurman; Doug Miller, Northwestern Mutual; Vadim Ronzhes. Rosen Sapperstein & Friedlander
June 30, 2022 Sponsorship
June 30, 2022 New Member Fee
May 19, 2022 Retirement Living, Assisted Care and Housing Options - Advising Your Clients As They Age
Patti Hutton, The Residences at Vantage Point
April 28, 2022 Outdoor In-Person Networking Social
February 17, 2022 Virtual Membership Meeting: The Greatest Gift: A Defined Family Mission and Plan of Succession and Governance
Angelo J. Loumbas, Morgan Stanley
November 18, 2021 Virtual Membership Meeting - Year End Planning and Pending Tax Law Changes
Rachel L. Votto, CPA, AEP®, BDG-CPAs
October 21, 2021 Outdoor Happy Hour Social
September 23, 2021 Virtual Meeting - Protecting Your Client’s Assets During a Business Divorce
Ramsay Whitworth, Silverman Thompson Slutkin White
June 17, 2021 Webinar | Highlights from the 2021 Heckerling Institute on Estate Planning
Bank of America Team: Richard James, Steven Lavner, Ramsay H. Slugg
May 13, 2021 Crisis Prevention: Advanced Elder Care Planning
April 22, 2021 Estate Planning in the Post-Pandemic World - Round Robin Discussion and Virtual Meet Up
Andre McDonald, Jennifer McManus, Paul Snyder, Beverly White-Seals
February 18, 2021 Investing with Impact
Kit Mac Nee, CFP®, CRPC®, AEP®, Morgan Stanley
November 19, 2020 Gifting in Uncertain Times
David McNamara, John Hancock Advanced Markets
November 11, 2020 EPCMOCO Presents Courageous Conversation: Empowering Ourselves to Own Our Bias to Build a More Interculturally Effective Society
Dr. Summer Allen and Greg Magennis, Center for Workforce Excellence
October 21, 2020 Virtual Trivia Happy Hour Meet Up
Stephen Walsh, Walsh Trivia
September 24, 2020 An Update from Capitol Hill – Election Year Edition and Its Impact on Financial Services, You and Your Clients
Nana A.P. Nyanin, LPL Financial
June 11, 2020 Estate Planning in the Pandemic Environment: Round Robin Discussion and Virtual Meet Up
Andre McDonald, McDonald Law Firm; Charles Reichelt, John Hancock Retirement Plan Services; Patrick Shurney, 3P Consulting; Amy Uddeme, American Retirement Plan Servies; Beverly White-Seals, Howard County Community Foundation
March 24, 2020 POSTPONED - Networking Happy Hour
March 10, 2020 Webinar - What Every Planner Should Know About the SECURE Act
Marc R. Feinberg, West & Feinberg P.C.
February 20, 2020 Webinar - Highlights from the 2020 Heckerling Institute for Estate Planning
Bank of America: John R. Goldsbury, Richard James, Steven Lavner and Ramsay H. Slugg
February 13, 2020 Trustee Situs Showdown
Christopher J. Smith, Morgan Stanley Trust Services Group
November 14, 2019 The Evolution of 401(k) Advice
Charles Reichelt, CEBS, John Hancock Retirement Plan Services
October 24, 2019 Happy Hour Social
September 12, 2019 DIVORCE: One of the Great Destroyers of Wealth
The Honorable Judge Lenore R. Gelfman
May 9, 2019 Why Your Client's Do What They Do (And You, Too)
Stuart L. Ritter, CFP
February 7, 2019 Life Insurance Efficiency Planning
Lawrence J. Macklin, CPA, Esq., AEP®
November 16, 2018 Economic Update: Brown Sugar: Deriving Satisfaction Through Data Analysis
Anirban Basu, Sage Policy Group
October 16, 2018 Social Networking Evening - Estate of Mind
Samira Farmer, Doyle Auctioneers
September 6, 2018 Tax Reform and Section 199A Deduction of Qualified Business Income of Pass-through Entities
Jordon Rosen, CPA, AEP, Belfint, Lyons & Shuman, PA
June 12, 2018 Social Networking, Brewery Tasting & AEP Information Session
Larry Macklin, CPA, Esq., AEP
May 10, 2018 The Best People: Best Practices for Helping Your Clients Achieve Their Financial Goals
Richard J. Letocha, JD, CFP
February 8, 2018 Mediation for Estate Planners: Managing Family Conflict
Ellen F. Kandell, Alternative Resolutions, LLC
November 2, 2017 Transitions by Design: Successful Succession of the Privately-Owned Business
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP, Director, Wealth Planning, Deutsche Bank Wealth Management
October 24, 2017 Social Networking Evening, Brewery Tour & Tasting
September 7, 2017 Where There's A Will There's A Way...To Screw It Up: Explaining Probate, Planning Tips, and Cautionary Tales
Byron Macfarlane, Register of Wills, Howard County
May 18, 2017 Active vs. Passive Investing: Mutually Exclusive or the Perfect Combination?
Kevin Flanagan, Wisdom Tree Investment Strategy Group and Allan House, Brown Advisory
February 9, 2017 Protecting Client's Estates from Consumer Fraud
Rebecca Bowman, Administrator, Howard County Office of Consumer Protection
December 8, 2016 Tis the Season...To Give With Confidence and Wisdom
Beverly White-Seals, President & CEO and Allyson Lestner, Vice President & Director of Development, Community Foundation of Howard County
September 8, 2016 The Washington Update: An Insider's View about How the 2016 Election will Impact You and Your Clients
Jeff Bush
May 12, 2016 Funding Long Term Care Alternatives
Jason Frank, CELA, CAP, Fellow
February 11, 2016 Health Care Decision-Making in Howard County
Jeannette Nazarian, MD, Howard County General Hospital
November 30, 2015 An Evening with Freeman Hrabowski
Freeman Hrabowski, President, UMBC
September 10, 2015 Working with Corporate Trustees & A Primer On Specialty Assets
Adam F. Burch, CIMA and Connie Torabian; U.S. Trust
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