Past Events

December 6, 2023 Year End Meeting and tour of CVIM (Centre Volunteers In Medicine)
October 24, 2023 Elder Fraud Prevention Presentation
FBI Agents from the FBI Philadelphia Division - State College
September 27, 2023 CRECP End of Summer Social
May 3, 2023 AI for Estate Planners: A Double-Edged Sword
Rob Wentz with LIT Coaching
January 19, 2023 Annual Meeting & Discussion of Timely Topics
October 20, 2022 Personal Money Stories within Families of Wealth and Managing the 7 Family Success Factors
Amanda Priebe Harvey, CFP®
November 17, 2021 Annual Meeting & Discussion of Year-End Planning Considerations
June 16, 2021 Planning for Digital Assets
Attorneys Kathleen Yurchak, Betsy Dupuis & Christopher Carver
May 27, 2021 Lessons, Challenges & Operating in this COVID World
Megan Ingram-French, Richard Sarfert, & Julia Robinson
March 17, 2021 St. Patrick's Day Virtual Happy Hour
Chris Carver, Attorney and Amateur Mixologist
March 4, 2021 LISI Overview, NAEPC Membership Benefits, NAEPC Updates & More
Larry Mroz
December 9, 2020 CREPC Annual Meeting
October 31, 2020 Alzheimer’s Association Walk
September 16, 2020 NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
August 6, 2020 How to Navigate the LISI Website
Larry Mroz
July 22, 2020 Planning for Retirement Plan Distributions after the SECURE and CARES Acts
Douglas C. Loviscky and Thomas C. King
May 20, 2020 NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
December 10, 2019 CREPC Annual Meeting
November 20, 2019 Are Your Ducks in a Row?
October 26, 2019 2019 Walk to End Alzheimer's
October 22, 2019 Are Your Ducks in a Row?
September 17, 2019 Cyber-Crime & Identity Theft: Preventing & Taking Action to Combat Consumer & Elder Financial Abuse
May 15, 2019 Family Involvement in Estate Planning: Three Key Elements
February 27, 2019 Socially Responsible Investing and Estate Planning
Ernie S. Irwin, CFP, Vice President, Investment Advisor
June 21, 2018 2017 Tax Law Changes: Implications for Retirees
Tom Taricani, Betsy Dupuis, and Matt Shetler
December 5, 2017 Hot Topic: New Tax Bill Update on Estate and Tax Planning
Edward Jenkins
October 3, 2017 Estate and Income Tax Strategies for Individual Retirement Accounts
Douglas C. Loviscky, Esquire, CPA – Loviscky & Associates; Matthew D. Shetler, CFA, CFP – Merrill Lynch; Thomas Taricani, CPA/ABV,CVA, CEPA – Boyer & Ritter
June 13, 2017 Tales of Powers of Attorney, Agents and Guardians: Considerations as you plan for your future
The Honorable Pamela Ruest (Judge, Centre County Court of Common Pleas), Betsy Dupuis, Esquire (Attorney, Babst, Calland, Clements, and Zomnir), and Kathy Dittmann (Director of Service Excellence, Mount Nittany Medical Center)
March 21, 2017 Estate Planning and Clients with Dementia: Practitioner Perspectives
H. Amos Goodall, Esq. and Sarah Ayers-Cook
October 5, 2016 Updating Clients Estate Plan in 2016 and Update on New Legislation Impacting Business Succession
Desiree Fralick Esq. & Thomas Tariciani CPA
June 8, 2016 Transfer on Death Account - issues and answers
Panel: Larry Mroz, Cristin Long, Kevin McGarry
March 1, 2016 Planning on Steroids -- The multifaceted challenges of estate planning in the international environment. & Power of Attorney Updates
Edward R. Jenkins, CPA, CGMA, Elizabeth A. Dupuis, J.D.
December 1, 2015 Annual Membership Meeting
October 19, 2015 Estate Administration: Choosing an Executor
Dan Bright, Diane Jordan, and Doug Perkins
September 17, 2015 Charitable Planning Opportunities in Today's Environment
Keith Cook, Tim Schoonover, and Molly Kunkel
June 16, 2015 “Maximizing Family Wealth Through Team Alignment – Including Families with Significant and Complex Assets, and Closely Held Businesses.”
3 Speaker Multi-discipline Panel: Tom Taricani, Tom Schrack, & Bill Martin
March 24, 2015 Working with Pennsylvania State Employees and TIAA CREF Investments
Robert Rerko (PSERS), Jayson Foytack (TIAA-CREF)
December 10, 2014 Avoiding the twilght Zone of Estate Administration
December 9, 2014 Future of Estate Planning and Fiduciary Services
October 27, 2014 Socail Security
Gail Buckner
September 11, 2014 The IRA Inhertance Trust
August 28, 2014 Special Tax Planning for Large IRAs
Robert Keebler
July 15, 2014 What Every Estate Planner Needs to Know about UTC
July 9, 2014 Family Investment Patnerships
June 17, 2014 Summer Membership Meeting
Michael Guman
June 11, 2014 Charitable Strategies
April 29, 2014 Deft Diplomacy: Designing and Administering Discretionary Trusts
April 29, 2014 2014 Economic Outlook
Luke Tilley
April 9, 2014 The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012
March 12, 2014 Estate Planning to Benefit Family or Friends
Art DAngel, Jr., Cristin R. Long, Esq., Robert S. McMinn, Esq.
March 12, 2014 2014 Heckerling Institute Highlights
March 6, 2014 The Power of Attorney
February 25, 2014 Fixing The Broken Estate Plan
February 12, 2014 "HOw Collaborative Teams Work and Why They are Essential for High Net Worth"
December 10, 2013 DOMA and how it chages Estate Planning Again
Amos Goodall
November 18, 2013 Board Meeting
October 24, 2013 "Marital Reorganization" aka Divorce and Estate Planning
Rosadele Kauffman and Doug Loviscky
October 23, 2013 Estate Planning Requires Teamwork:Who, What, Where, and Why
Amos Goodall, Esq and Kristen Coombs, CFP
October 21, 2013 Heirs, "Equal" Shares, and Common Errors
Diane Jordan and Betsy Dupuis
October 21, 2013 Board Meeting
October 9, 2013 Special Needs Trusts: What Every Estate Planning Professional Needs to Know
September 16, 2013 Board Meeting
September 11, 2013 The American College CE Seminar
Professor Sofia Duffy, JD, CPA
August 19, 2013 Board Meeting
June 27, 2013 Wilmington Trust Presents Capital Markets
May 20, 2013 Board Meeting
May 2, 2013 Charitable Update and Planned Giving Primer
Jack R. Owen, Esq.
May 1, 2013 Marshall, Parker & Weber's 17th Annual Professional Update
April 15, 2013 Board Meeting
March 21, 2013 Membership Meeting
March 18, 2013 Board Meeting
February 21, 2013 Board Meeting
February 7, 2013 The Delaware Advantage
Jeffrey C. Woken, Esquire
January 24, 2013 NorthCentral PA Estate Planners CE
Michael Hall
January 16, 2013 Understanding your Clients' Options in Regitement Living
December 11, 2012 Wilmington Trust Estate Planning Teleconference Series
November 13, 2012 Wilmington Trust Estate Planning Teleconference Series
October 16, 2012 2012 Wilmington Trust Estate Planning Teleconference Series
October 11, 2012 Pa Inheritance Tax Exemption for Family Farms
John C. Becker
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