Past Events
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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