Past Events

June 25, 2020 Long Term Care Insurance and Medicare Advising
Margie Barrie, MJG Coverage, LLC
March 25, 2020 Wine Down Wednesday
Event Sponsor: Frost & Associates
February 20, 2020 An Introduction to Maryland’s New Elective Share Law
Jonathan G. Lasley, Esquire Stewart, Plant & Blumenthal, LLC
November 21, 2019 2019 Team Building and Collaboration Project Presentation
October 30, 2019 Wine Down Wednesday Networking Event
September 19, 2019 Unique Assets and How to Handle Them
Sam Freeman, Freeman’s Auction
August 28, 2019 Wine Down Wednesday Networking Event
June 26, 2019 Wine Down Wednesday Networking Event
May 9, 2019 Trust Busting: Methods for Modifying Irrevocable Trusts
Christia A. Pritts and Jennifer McManus, Sims & Campbell, LLC.
March 27, 2019 Wine Down Wednesday Networking Event
February 21, 2019 Decoding Section 199A For Your Clients
Douglas T. Coats, Gordon Feinblatt LLC
November 15, 2018 How to Identify and Avoid Elder Financial Abuse: What Trusted Advisors Need to Know
Panel Discussion
October 17, 2018 Wine Down Wednesday, AAEPC Networking Event
September 13, 2018 Fiduciary Litigation
Charley Bagley, Bagley & Rhody P.C, Estate and Business Law
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
Justin Miller, BNY Mellon
February 15, 2018 Make Valuation Great Again: The Tax Cuts and Jobs Act and Valuation in the Trump Era
Presented By: Christopher Rosenthal and Zachary Reichenbach, Ellin & Tucker, Forensic and Valuation Services Group
December 6, 2017 Holiday Luncheon
November 9, 2017 November Event - Medicare 2018 - What Do Your Clients Want to Know?
Bruce Morgenstern, Certified Medicare Counselor, Department of Aging
October 18, 2017 Wine Down Wednesday, AAEPC Networking Event
September 14, 2017 Family Conversations
Melissa Curtin, Executive Director, Community Foundation of Anne Arundel County
July 19, 2017 Wine Down Wednesday, AAEPC Networking Event
May 11, 2017 2017 Team Building and Collaboration Project Presentation
Randy Fisher, David Hillery, and Charles Feldman
March 22, 2017 Wine Down Wednesday, AAEPC Networking Event
February 9, 2017 What's New for 2017
Lawrence J. Macklin
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
Honorable Lauren M. Parker, Anne Arundel County Register of Wills
July 20, 2016 Wine Down Wednesday (Networking Event)
May 12, 2016 Community Foundations: What Can They Do for Me and My Clients?
Melissa Curtin, Executive Director, Community Foundation of Anne Arundel County
April 6, 2016 Wine Down Wednesday (Networking Event)
February 11, 2016 Protecting Digital Assets in Estate Planning: Preventing and Addressing Data Breaches
Cherise Richards, Protective Systems Analyst, U.S. Secret Service Presidential Protective Division
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
Fred Franke and Anna Katherine Moody
September 10, 2014 New Maryland Laws Affecting Estate Planning & Managing Trusts in Today’s Environment
Danielle M. Cruttenden, Esquire, of Merrill, Cruttenden & Collinson, Travis A. Allen, Senior Portfolio Manager and Director, Bernstein Global Wealth Management and Brad M. Hawkins, Vice President and Financial Advisor, Bernstein Global Wealth Management
February 19, 2014 What Happened, What's New, What's Next
Panel Discussion
November 20, 2013 Popping the Question: Why Clients Want You to Ask Them About Charitable Giving
Frank Campbell
September 26, 2013 AAEPC 2013 Un-Meeting
Fred Franke, Margie Kosmerl, and Chad Watson
View Current Events