Past Events

November 12, 2025 AAEPC Luncheon: Monetary Masala—Economic Insights with Anirban Basu
Anirban Basu is the Chairman & CEO of Sage Policy Group, Inc.
November 6, 2025 AAEPC Education Event: Collaborative Case Study
Sponsored by PNC Private Bank
October 15, 2025 Wine Down Wednesday
Sponsored by Gordon Feinblatt, LLC
September 4, 2025 AAEPC Education Event: Implications of the New Tax Bill on Estate Planning
Sponsored by HeimLantz CPAs and Advisors
August 20, 2025 Wine Down Wednesday
Sponsored by CNR Insurance
June 11, 2025 Wine Down Wednesday
Sponsored by White Oak Wealth Management
May 1, 2025 AAEPC Education Event: Protecting Business Owners—Key Person Policies & Buy-Sell Agreements
Sponsored by Modera Wealth Management
April 24, 2025 AAEPC Education Webinar: Managing Clients in the Federal Workforce in Times of Uncertainty
Brian Kuhn, Senior VP Financial Advisor, Wealth Enhancement
March 20, 2025 AAEPC Education Event: Cyber Security Risk Landscape - Hot Spots and Trends
Joseph Brunsman of Brunsgroup
February 20, 2025 Wine Down Wednesday on Thursday
Sponsored by the Law Office of Steven M Berger
November 7, 2024 November Education Event - The Dynamic Family: Navigating Complex Estate and Financial Planning
Sponsored By: Principal Asset Management
October 23, 2024 Medicare & The Inflation Reduction Act Webinar
David Prensky, Life and Senior Health Specialist at CNR Insurance, Annapolis
October 16, 2024 Wine Down Wednesday
Sponsored by CNR Insurance
September 18, 2024 How to Leverage Your Network with AAEPC Luncheon
Featuring a conversation with AAEPC founders and current and past AAEPC leaders.
September 5, 2024 September AAEPC Education Event -Should the Orphans’ Court Be Reformed? Underlying Issues and Possible Solutions
Jonathan G. Lasley
August 21, 2024 Wine Down Wednesday
Sponsored by First National Bank
June 12, 2024 Wine Down Wednesday
Sponsored by HeimLantz CPAs and Advisors
May 2, 2024 May AAEPC Education Event - Maryland’s New Trust Decanting Act
Sarah H. B. Kahl, Partner at Venable, LLP
April 16, 2024 HCEPC - Networking Happy Hour
March 20, 2024 Wine Down Wednesday
Sponsored by Sims & Campbell
February 22, 2024 February AAEPC Education Event - Special Needs Planning
Stephen R. Elville, Elville and Associates
November 9, 2023 November AAEPC Education Event - Collaborative Case Study Event
Sponsored by PNC Private Bank
October 18, 2023 Wine Down Wednesday
Sponsored by White Oak Wealth Management
September 7, 2023 September AAEPC Education Event - Asset Protection – Planning for the Best or Dealing with the Worst
Adam S. Abramowitz & Karen N. Shapiro (Stein Sperling)
August 23, 2023 Wine Down Wednesday
Sponsored by HeimLantz CPAs and Advisors
July 18, 2023 How to Engage in Meaningful and Impactful Conversations and Discussions about Planned Giving
Peter D Evans, CPFA®; David Thompson, CAIA; Rosemary Calderalo, Ph.D.
June 21, 2023 Wine Down Wednesday
Sponsored by BayPoint Wealth
May 4, 2023 May AAEPC Education Event - Red Flags and How to Avoid Them
Elizabeth Pisano, Lanie Raphael, and Erika Marino
March 22, 2023 Wine Down Wednesday
Sponsored by B.F. Saul Insurance
February 23, 2023 February AAEPC Education Event - Behavioral Finance
Amanda Priebe Harvey
October 19, 2022 Wine Down Wednesday
September 8, 2022 Real Estate Succession Planning
Andrew M. Feder, Principal and Head of Real Estate Advisory at Bessemer Trust
August 24, 2022 Wine Down Wednesday
June 22, 2022 Wine Down Wednesday
May 5, 2022 Leveraging Financial Planning for Retirement – Success via Advisor Coordination
with Justin T. Roudiez and Billy Hufnell
March 23, 2022 Wine Down Wednesday
February 24, 2022 Serving as Fiduciary - What Professional Advisors Must Know
Les Williams, David Stallings, and Cathy Walker
November 18, 2021 Blended Family Planning & MD Elective Share
TBD
September 16, 2021 Sunset Tax Planning and New Tax Law
John Nersesian, PIMCO
May 6, 2021 Crypto Currency Presentation Sponsored by RCN & Associates
Matthew Costa, CPA, RCN & Associates
February 18, 2021 Medicaid, Explained
Elena Sallitto, Esq., Stavely & Sallitto Elder Law
November 19, 2020 Business Succession Planning
Meeting Sponsor: Renee Kremm, ChFC, Prudential Advisors
September 17, 2020 Basis Planning
Meeting Sponsor: PNC Wealth Management
June 25, 2020 Long Term Care Insurance and Medicare Advising
Margie Barrie, MJG Coverage, LLC
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
September 19, 2019 Unique Assets and How to Handle Them
Sam Freeman, Freeman’s Auction
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
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