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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