Past Events

May 16, 2019 Marketing in today's digital environment. Social Media/Print/Radio/TV. What works for you.
May 13, 2019 Quarterly Board Meeting
April 18, 2019 Disability Insurance - For Business Owners. CE WILL to be 2 hours for Insurance and 2 hours for CFP. Must RSVP
March 21, 2019 Estate Sales - What questions to ask / How to prepare / What to expect
February 21, 2019 2019 Financial Symposium
February 11, 2019 Quarterly Board Meeting
January 17, 2019 Tax Reform
November 29, 2018 Holiday Social at Houligan’s!
November 15, 2018 FATCA: What Advisors Need to Know When Encountering Foreign Assets and Accounts
November 5, 2018 Quarterly Board Meeting
October 18, 2018 Current Global Investment Outlook
September 20, 2018 Long-Term Care & the Impact on Your Financial Plan
August 13, 2018 Quarterly Board Meeting
June 21, 2018 Elder Abuse: Protecting Your Clients from Elder Fraud and Abuse
May 17, 2018 Pardon, what exactly is it you do again?
May 14, 2018 Quarterly Board Meeting
April 19, 2018 Earning Client and Donor Confidence
March 15, 2018 The truth about government benefits planning: What can be done and when
February 15, 2018 How to effectively use social media to brand your practice
February 12, 2018 Quarterly Board Meeting
January 18, 2018 Updates our tax law changes and what we may expect in 2018
December 14, 2017 Annual Meeting & Holiday Party
November 15, 2017 Quarterly Board Meeting
November 9, 2017 Community Foundation of Volusia/Flagler
October 26, 2017 Alzheimers
September 20, 2017 Probate
August 23, 2017 Quarterly Board Meeting
June 15, 2017 Update on our Healthcare System
May 25, 2017 Quarterly Board Meeting
May 18, 2017 Lunch Meeting: Volusia County’s Veteran Services Division’s Mission
April 20, 2017 Long-Term Care Solutions. Understanding the different policies available (Traditional and Hybrid) and how underwriting is different for each.
March 16, 2017 What is a CDFA and why(almost) every divorce needs one
February 22, 2017 Quarterly Board Meeting
February 16, 2017 Rethinking Life Insurance Valuations and Life Settlements to maximize estate and charitable planning
January 19, 2017 Understanding Reverse Mortgages
December 15, 2016 Holiday Party / Annual Meeting
November 16, 2016 2016 Financial Symposium
October 27, 2016 EPCFC Board Meeting
October 20, 2016 Exit Planning - What every Business Owner and Advisor needs to know
September 15, 2016 Update on Guardianship and Baker Act, What can kids and family members do when they feel parents may be harmful to self or others.
July 28, 2016 EPCFC Board Meeting
June 16, 2016 Current Hot Topics in Estate and Trust Law
May 19, 2016 Social Networking Event
April 28, 2016 EPCFC Board Meeting
April 21, 2016 DOMESTIC ASSET PROTECTION CHARITABLE REMAINDER TRUSTS
March 17, 2016 Handling the Estate as a Trustee or Out-of State Heir
February 18, 2016 Understanding the Protecting Americans From Tax Hikes (PATH) Act of 2015
January 21, 2016 What is the Cloud? How does it work? Is it safe?
December 9, 2015 Annual Meeting & Holiday Cocktail Reception
November 4, 2015 Financial Symposium
September 16, 2015 Estate Planning for Digital Assets and Social Media
August 12, 2015 Update on the State of Healthcare
June 23, 2015 Understanding the Hospice Care in Our Community
May 27, 2015 The Importance of Donor Centered Planned Giving
April 21, 2015 Join Judge C. McFerrin Smith for an Educational Breakfast on Probate and much more
March 18, 2015 Managing Risk, Protecting Assets, Achieving Client Goals
February 19, 2015 Wealth Transfer Through the Generations
January 21, 2015 2015 Estate Planning Legal Update on evolving same sex marriage and LGBT Issues
December 3, 2014 Annual Meeting & Holiday Party
October 30, 2014 Estate Planning Mistakes from Downton Abbey !
September 22, 2014 Earning Client/Donor Confidence
July 8, 2014 Helping your clients avoid Fraud, Scams, and Elder Abuse
June 25, 2014 Estate Planning for the Modern Family ~ Case Studies in Life Experiences
May 21, 2014 The Affordable Care Act, Part 2: “What Happens Next?”
April 23, 2014 Exit Strategies for the Business Owner: Case Studies in Life Experiences
March 27, 2014 Referral Based Marketing
February 19, 2014 Generational Transfer of Wealth – the next 50 Years
January 22, 2014 WHAT IS SENIOR LIVING from an Estate and Tax perspective. The role of Continuing Care Retirement Communities and Long Term Care Insurance
December 4, 2013 Annual Meeting & Holiday Party
November 6, 2013 FISCAL TRENDS & CLIENT LEGACIES: The Power of Community Progress
October 17, 2013 The Uses of Life Insurance in Qualified Plans
September 17, 2013 Special Needs Trusts
August 14, 2013 Unraveling the Mysteries of the Affordable Care Act (ObamaCare)
July 16, 2013 Portability of the Estate Tax Exemption: Creating a New Paradigm in Estate Planning
June 18, 2013 The Critical Role of Disability Insurance in Financial & Estate Plannin
May 23, 2013 Estate Tales From a Gift Planner's View
May 14, 2013 Practical Strategies to Enhance Your Clients Wealth Planning
April 23, 2013 Local Treasures Found & Rationale for Evaluations Discussed
March 21, 2013 Forensic Economics in Life Care Planning and Valuation
February 7, 2013 Elder Abuse, Neglect & Exploitation: Know it When You See It and What to Do About It
January 9, 2013 Fiscal Cliff Notes
December 4, 2012 Annual Meeting & Holiday Party
November 6, 2012 Enhance Your Charitable Legacy: Alternative Strategies
October 24, 2012 5 Ways to "Found Money" Using Creative Philanthropic & Non-Philanthropic Strategies
September 11, 2012 What Can a Professional Care Manager do for Seniors?
August 28, 2012 Geneaology Research & Fiduciaries - Important Reasons That Everyone Needs To Have A Will Or Trust
July 26, 2012 Keep your clients out of trouble regarding new DOL Retirement Plan Rules
June 19, 2012 Client Appreciation and Care ~ NO Tax Citations and Codes!
May 23, 2012 Estate & Tax Planning with Long Term Care Insurance
May 8, 2012 Current Gift Planning Opportunities Using Strings that are not Considered Attached by the Donor
April 25, 2012 Asset Protection Trusts
March 13, 2012 Overcoming Separation Anxiety:
February 8, 2012 PLANNING FOR "NON-TRADITIONAL" FAMILIES IN A CHANGING WORLD
January 18, 2012 The St. Augustine Professional Advisory Council Seminar
December 8, 2011 Annual Meeting and Holiday Party
November 9, 2011 2011 Financial Symposium
October 18, 2011 Learn more about 529 and receive CFP or CPA credit
September 20, 2011 1) Florida's New POA Rules and 2) Not-For Profit Tax Update
August 23, 2011 Transforming Social Security Into a Winning Retirement Strategy
July 26, 2011 An Estate Planning Case Study of Ideas, Opportunities & Concerns in Our Current Planning Environment
June 28, 2011 The Importance of a Good Inventory & Appraisal
May 18, 2011 The importance of business valuations in estate planning, divorce planning & retirement planning
May 10, 2011 194 Best and Worst Planning Ideas For Your Client's Retirement
April 19, 2011 Wealth Transfer Taxes: Charitable Intentions and Family Inheritances
March 2, 2011 Preparing for Incapacity
February 1, 2011 The Psychology of Fraud - with insight into Estate Planning Issues
January 11, 2011 Tax and Estate Law Update Meeting
December 9, 2010 Buy Sell Agreements
November 10, 2010 The Remainder of 2010 - The Perfect Storm of Storms for Estate Planners, Accountants and Taxpayers
October 14, 2010 Flagler's Estate Planning Expo
September 15, 2010 Coping with the Unknown: How Does Future Tax Policy Impact Financial Decisions Today?
August 17, 2010 Tax and Asset Protection Benefits Afforded Florida Domiciliaries
July 22, 2010 Workshop on Medicaid and VA Benefit Planning
June 15, 2010 Special Needs Trusts
May 18, 2010 Tough Issues in Buy/Sell Planning and other Hot Items
April 20, 2010 Our National Organization ~ NAEPC ~ and Member Benefits
March 9, 2010 Asset Protection Strategies and Estate Tax Update
February 3, 2010 Enhanced Tax Benefits for Long Term Care
January 13, 2010 Pitfalls of Investing: Hope vs. Reality
December 9, 2009 Planning for Exit and Leadership Succession
November 17, 2009 Maximizing Relationships Amongst the Advisory Disciplines
October 21, 2009 Avoiding Critical Financial Errors in Divorce and Building an Estate Plan Post-Divorce
September 15, 2009 Bad Times Call For Good Ethics
August 11, 2009 Giving Peace a Chance: The Creative Use of Alternative Dispute Resolution Techniques
June 17, 2009 IRS Form 990 (Revised)
May 20, 2009 True Confessions of an Exit Strategy Advisor
April 29, 2009 Medicaid Planning – What You Need to Know About the New Law to Avoid Malpractice & Generate Revenue
March 25, 2009 What's In Grandma's Closet? Valuation of Art and Antiques for Estate Planners
February 11, 2009 Heritage Planning ~ (Values Based Legacy Estate Planning)
January 21, 2009 Trustee Selection Planning - Advantages of a Corporate Trustee
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