Past Events

November 15, 2018 How to Identify and Avoid Elder Financial Abuse: What Trusted Advisors Need to Know
October 17, 2018 Wine Down Wednesday, AAEPC Networking Event
September 13, 2018 Fiduciary Litigation
August 15, 2018 Wine Down Wednesday, AAEPC Networking Event
June 20, 2018 Wine Down Wednesday, AAEPC Networking Event
May 17, 2018 Estate, Tax and Charitable Planning 2018 and Beyond
February 15, 2018 Make Valuation Great Again: The Tax Cuts and Jobs Act and Valuation in the Trump Era
December 6, 2017 Holiday Luncheon
November 9, 2017 November Event - Medicare 2018 - What Do Your Clients Want to Know?
October 18, 2017 Wine Down Wednesday, AAEPC Networking Event
September 14, 2017 Family Conversations
July 19, 2017 Wine Down Wednesday, AAEPC Networking Event
May 11, 2017 2017 Team Building and Collaboration Project Presentation
March 22, 2017 Wine Down Wednesday, AAEPC Networking Event
February 9, 2017 What's New for 2017
November 10, 2016 2016 Team Building and Collaboration Project Presentation
October 19, 2016 Wine Down Wednesday (Networking Event)
September 15, 2016 Understanding the Probate Process
July 20, 2016 Wine Down Wednesday (Networking Event)
May 12, 2016 Community Foundations: What Can They Do for Me and My Clients?
April 6, 2016 Wine Down Wednesday (Networking Event)
February 11, 2016 Protecting Digital Assets in Estate Planning: Preventing and Addressing Data Breaches
November 5, 2015 The Many Ways to Give; Tools for Charitable Giving
September 17, 2015 Long Term Care Planning – A Holistic Look as the Issues
May 14, 2015 Maximizing Social Security Benefits; Strategies & Tactics
February 19, 2015 The Pros and Cons of Naming Trusts as IRA Beneficiaries
September 10, 2014 New Maryland Laws Affecting Estate Planning & Managing Trusts in Today’s Environment
February 19, 2014 What Happened, What's New, What's Next
November 20, 2013 Popping the Question: Why Clients Want You to Ask Them About Charitable Giving
September 26, 2013 AAEPC 2013 Un-Meeting
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