Past Events

July 18, 2024 Cancelled - Monthly Social Event
June 20, 2024 Cancelled - Monthly Meeting
May 16, 2024 Estate Appraisal & Liquidation Presentation and Monthly Meeting
Diana Minotti, Fine Art, Antiques & Collectibles Expert
May 6, 2024 Quarterly Board Meeting
April 18, 2024 Monthly Meeting and Business Succession Planning Presentation
Fern Hailey , CTFA, CWS®
March 21, 2024 Monthly Meeting and Urgent Update on Corporate Transparency Act (CTA) and Beneficial Ownership Reporting (BOI).
John Ferguson and Bill Rice of Cobb Cole
February 22, 2024 Monthly Meeting and Presentation on Estate Tax Exemption Sunset
Thomas C. Shaw, J.D., Attorney with Forster Boughman
February 5, 2024 Quarterly Board Meeting
January 18, 2024 1/18/2024 Meeting - Tax Update 2024
Johnny Svajko, CPA
December 7, 2023 Cancelled - Holiday Party at Houligans and Annual Meeting
Annual Meeting & Holiday Gathering!
November 14, 2023 2023 FINANCIAL SYMPOSIUM - UWVFC and EPCFC co-host - 2 hrs CE available
Multiple Speakers / CE avaialble
October 19, 2023 Veteran Services in our community - How we can better help our clients get the services they need
Scott Olson FRMR SSGT, USMC Special Projects Coordinator/ Sr. Veteran Service Officer Volusia County Veterans Services
September 21, 2023 Circuit Judge James R. Clayton will be our guest speaker for our September 21,2023 event
Circuit Judge James R. Clayton
August 24, 2023 No August Meeting - Off Month
No Meeting This Month
August 7, 2023 Quarterly Board Meeting
July 20, 2023 Monthly Social Event
June 15, 2023 Wendy Mara, JD, MB, CAP speaking on Guardianships, Disability and Income/Assets of Disabled
Wendy Mara, JD, MBA, CAP
May 18, 2023 Estate Planning is not always guardianship-proof
Brittany G. Gloersen
May 1, 2023 Quarterly Board Meeting
April 20, 2023 Tax Update and Secure Act 2.0
Justyna Mueller CPA
March 16, 2023 CE Available - "The Charitable Gift Planning Guide to the SECURE Act"
Paul Caspersen CFP, MS, AEP
February 16, 2023 Probate Litigation
Michael Olivari and Vincent T. Lyon
February 6, 2023 Quarterly Board Meeting
January 19, 2023 End of Life Issues: Advanced Directives and Hospice Care
Javier Melendez and Casey Ryan
December 5, 2022 RSVP closed, - Holiday Dinner at Stonewood Grill and Tavern (LPGA) & Annual Meeting
November 17, 2022 Financial Symposium - Charitable Gifting & Estate Planning Strategies - CE credit available
Brad B. Gornto, Esq., Nancy Lohman and Daniel Bone, CIMA
November 14, 2022 Quarterly Board Meeting
October 20, 2022 "Baker Act, Marchman Act & Probate Litigation"
Michael Olivari, Vincent T. Lyon, Ronald “Ron” Allan Hertel, Jr.
September 15, 2022 Medicare Made Clear
Galin Wynn Crist CFP and Jane S. Eddy, CLU ChFc
August 18, 2022 August - Off Month
August - Off Month
August 8, 2022 Quarterly Board Meeting
July 21, 2022 July - Off Month
July - Off Month
June 16, 2022 "Seniors Liquidating Real Estate & Senior Housing Trends"
Jeanine Volpe, Coldwell Banker
May 19, 2022 "Tax Update & Crypto Assets"
Johnny Svajko & Lesley Keller
May 9, 2022 Quarterly Board Meeting
April 21, 2022 The offerings Haven Hospice brings to our healthcare community & Senior Helpers
Bernie Fitzgerald, Senior Helpers
March 17, 2022 Insurance & Reverse Mortgages
Joel Rosen, Insurance John Reardon, Reverse Mortgages
February 17, 2022 "Funeral Home Pre-Planning Guide"
Nina Guiglotto, Daytona Memorial Park & Lohman Funeral Homes
February 14, 2022 Quarterly Board Meeting
January 20, 2022 "Appraisal & Liquidation of an Estate"
Diana Minotti, Diana Minotti Fine Art, Antiques & Collectibles
December 8, 2021 Holiday Party
November 18, 2021 Networking - What do you do? Who is your ideal client?
November 8, 2021 EPCFC Board Meeting
October 21, 2021 Tax Update
Brandon Perry CPA, Johnny Svajko, CPA and Justyna Mueller, CPA
October 11, 2021 EPCFC Board Meeting - Nominations
September 16, 2021 Medicare Made Clear
Galin Wynn Crist CFP and Jane S. Eddy, CLU ChFc
August 9, 2021 EPCFC Board Meeting
June 17, 2021 Wealth Management Strategies - Maximizing the Value of 529 Plans
Chris Stack, Esq. and Rob Stark
May 27, 2021 How to Avoid and What to Do if Audited by the IRS
Michael Gregory
May 10, 2021 EPCFC Board Meeting
April 22, 2021 Transforming Social Security into a Winning Retirement Strategy
Michael Graci, Director, Advisor Insights
March 18, 2021 Medicaid Planning – Protecting Your Legacy
Brittany G. Gloersen of Landis Graham French PA
February 18, 2021 COVID 19 – update on the Vaccine and Dealing with the Stress
Stephen R. Bickel, MD, Dawn Parr Chappel, MA, Robert Snyder, Administrator
February 8, 2021 EPCFC Board Meeting
January 14, 2021 PPP Loans - What You May Not Know
Mike Sibley, CPA, LSS Black Belt
December 17, 2020 Holiday Party
November 12, 2020 Financial Symposium with Community Foundation of Volusia and Flagler
November 9, 2020 Quarterly Board Meeting
October 15, 2020 State Attorney R.J. Larizza will discuss common Senior Scams
State Attorney R J Larizza
September 17, 2020 Elections, Politics and COVID - Investing in 2020
Richard E. Cripps, CFA & Robert G. Hagstrom, CFA of EquityCompass Investment Management, LLC
August 20, 2020 The advantages of advanced end of life planning
Nina Guiglotto of Craig Flagler Palms Funeral Home
August 10, 2020 Quarterly Board Meeting
June 18, 2020 Probate and Guardianship
Judge Margaret W. Hudson and Judge Andrea Totten
May 22, 2020 CANCELLED
May 14, 2020 Quarterly Board Meeting
April 16, 2020 CANCELLED
March 19, 2020 CANCELLED
February 20, 2020 The SECURE Act – How will it affect both Retirement and Estate Planning? The impact on both individuals and small businesses.
Justyna Mueller, CPA of James Moore, Certified Public Accountants and Consultants
February 10, 2020 Quarterly Board Meeting
January 16, 2020 Electronic Wills and Remote Notarization - Who is eligible, what are the requirements, and will it work? What you and your clients need to know about estate planning in 2020
Allyson G. Morelli, Esq
December 5, 2019 Holiday Party & Annual Meeting
November 21, 2019 Understanding the Hospice Care in Our Community
AdventHealth Hospice Care & Halifax Health - Hospice
November 4, 2019 Quarterly Board Meeting
October 17, 2019 Discussing Social Security and Medicare Costs and benefits with your clients. Learn tips to assist your clients in choosing the right direction and choose the best options at the right time.
Jane Eddy, ChFC, CLU, CASL
September 19, 2019 Is Your Legacy a Gift or a Curse?
Vincent T. Lyon, Attorney, Chiumento Dwyer Hertel Grant
August 12, 2019 Quarterly Board Meeting
July 24, 2019 EPCFC Summer Networking Social
Summer Networking Social
June 20, 2019 Integrating Home Equity into Retirement Strategies – legal, Tax & financial implications and opportunities
Hank Sanders, American Advisors Group – Strategic Business Specialist
May 16, 2019 Marketing in today's digital environment. Social Media/Print/Radio/TV. What works for you.
Cindy Dalecki, Marketing2go
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
Kevin Butler, Disability Income Specialist
March 21, 2019 Estate Sales - What questions to ask / How to prepare / What to expect
Diana Minotti, Diana Minotti Fine Art Antiques & Collectibles
February 21, 2019 2019 Financial Symposium
Community Foundation of Volusia & Flagler
February 11, 2019 Quarterly Board Meeting
January 17, 2019 Tax Reform
Edward Geppner, Brandon Perry & Johnny Svajko
November 29, 2018 Holiday Social at Houligan’s!
November 15, 2018 FATCA: What Advisors Need to Know When Encountering Foreign Assets and Accounts
Lesley Keller, CPA, MT, AEP®, Sr. Manager, Tax Services
November 5, 2018 Quarterly Board Meeting
October 18, 2018 Current Global Investment Outlook
Chad Morganlander, Senior Portfolio Manager, Washington Crossing Advisors
September 20, 2018 Long-Term Care & the Impact on Your Financial Plan
Donna G. Higbee, CFP®, Assistant Vice President/Financial Advisor, Merrill Lynch Wealth Management
August 13, 2018 Quarterly Board Meeting
June 21, 2018 Elder Abuse: Protecting Your Clients from Elder Fraud and Abuse
MaryLou McKeon, NCG, Senior Vice President COA Guardianship & Client Services
May 17, 2018 Pardon, what exactly is it you do again?
May’s speaker is YOU!
May 14, 2018 Quarterly Board Meeting
April 19, 2018 Earning Client and Donor Confidence
Hardy Smith, Consultant & Speaker
March 15, 2018 The truth about government benefits planning: What can be done and when
Scott A. Selis, Esq., Selis Elder Law of Florida
February 15, 2018 How to effectively use social media to brand your practice
Darlynn Tacinelli, Little Blog Dress Media
February 12, 2018 Quarterly Board Meeting
January 18, 2018 Updates our tax law changes and what we may expect in 2018
Johnny Svajko,CPA, Olivari and Associates
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
Speaker: Dama Melendez
September 20, 2017 Probate
Judge Margaret W. Hudson
August 23, 2017 Quarterly Board Meeting
June 15, 2017 Update on our Healthcare System
Florida Hospital David Christian and Halifax Medical Center Arvin Lewis
May 25, 2017 Quarterly Board Meeting
May 18, 2017 Lunch Meeting: Volusia County’s Veteran Services Division’s Mission
Jeff Bump, Director, Veterans' Services, Volusia County
April 20, 2017 Long-Term Care Solutions. Understanding the different policies available (Traditional and Hybrid) and how underwriting is different for each.
Peter Motzenbecker, LTC Insurance Specialist Pacific Life
March 16, 2017 What is a CDFA and why(almost) every divorce needs one
Laurie Taylor, Certified Divorce Financial Analyst
February 22, 2017 Quarterly Board Meeting
February 16, 2017 Rethinking Life Insurance Valuations and Life Settlements to maximize estate and charitable planning
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group and Ashar SMV
January 19, 2017 Understanding Reverse Mortgages
John Reardon
December 15, 2016 Holiday Party / Annual Meeting
Internationally Acclaimed Coach and Speaker Dr Patrick Williams, EdD, MCC, BCC
November 16, 2016 2016 Financial Symposium
Kimm A. Dodaro, BA/Finance, Bradford B. Gornto, JD., LL.M., Ron Watson, JD
October 27, 2016 EPCFC Board Meeting
October 20, 2016 Exit Planning - What every Business Owner and Advisor needs to know
Kevin Manley, founder of Exit Advisors,
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.
Ron A Hertel and Vincent T Lyon, Selis Chiumento Dwyer, PL
July 28, 2016 EPCFC Board Meeting
June 16, 2016 Current Hot Topics in Estate and Trust Law
Sean W. Kelley, Esq., Kelley & Kelley, P.L., St. Augustine, FL
May 19, 2016 Social Networking Event
April 28, 2016 EPCFC Board Meeting
Michael W. Halloran, CFP®, AEP®, ChFC®, CLU®, LUTCF, RHU®,REBC®
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
Sonya Laney, CPA, PA:
January 21, 2016 What is the Cloud? How does it work? Is it safe?
Tyler Spore, Owner of VirTech Systems Mick Heard, Owner/ Agent, Brightway Insurance
December 9, 2015 Annual Meeting & Holiday Cocktail Reception
November 4, 2015 Financial Symposium
September 16, 2015 Estate Planning for Digital Assets and Social Media
Astrid de Parry, P.A.
August 12, 2015 Update on the State of Healthcare
Daryl Tol, President/CEO East Florida Region and Florida Hospital Memorial Medical Center
June 23, 2015 Understanding the Hospice Care in Our Community
Florida Hospital Hospice Care, Haven Hospice, Gentiva Hospice, VITAS Healthcare
May 27, 2015 The Importance of Donor Centered Planned Giving
Dan Shephard & Brad Gornto
April 21, 2015 Join Judge C. McFerrin Smith for an Educational Breakfast on Probate and much more
Judge C. McFerrin Smith
March 18, 2015 Managing Risk, Protecting Assets, Achieving Client Goals
Two-Hour Video Teleconference
February 19, 2015 Wealth Transfer Through the Generations
Ken Garon of Jackson National
January 21, 2015 2015 Estate Planning Legal Update on evolving same sex marriage and LGBT Issues
Vernon Swartsel, Esq.
December 3, 2014 Annual Meeting & Holiday Party
October 30, 2014 Estate Planning Mistakes from Downton Abbey !
Financial Symposium with United Way of Volusia Flagler
September 22, 2014 Earning Client/Donor Confidence
Hardy Smith
July 8, 2014 Helping your clients avoid Fraud, Scams, and Elder Abuse
State Attorney R. J. Larizza - 7th Judicial Circuit
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?”
Daryl L. Tol, Pres/CEO Florida Hospital Memorial Medical Ctr.
April 23, 2014 Exit Strategies for the Business Owner: Case Studies in Life Experiences
National SFSP 2 hour Video Conference
March 27, 2014 Referral Based Marketing
Steven Riley, Esq.
February 19, 2014 Generational Transfer of Wealth – the next 50 Years
Ms. Nita Schmellick, Community Foundation of East Central Florida
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
Michael Ray, CPA, CMA, CRM, NHA
December 4, 2013 Annual Meeting & Holiday Party
Howard Holley
November 6, 2013 FISCAL TRENDS & CLIENT LEGACIES: The Power of Community Progress
Dr. Hank Fishkind & Christopher H. Price
October 17, 2013 The Uses of Life Insurance in Qualified Plans
Steven Glenn,CLU,ChFC,MSFS,MSM
September 17, 2013 Special Needs Trusts
Melissa L. Barnhardt, Esq., Wells Fargo
August 14, 2013 Unraveling the Mysteries of the Affordable Care Act (ObamaCare)
Daryl Tol, President/CEO, Florida Hospital Volusia/Flagler Market and FHMMC
July 16, 2013 Portability of the Estate Tax Exemption: Creating a New Paradigm in Estate Planning
Jonathan L. Hay, Esq
June 18, 2013 The Critical Role of Disability Insurance in Financial & Estate Plannin
Christopher Veenstra
May 23, 2013 Estate Tales From a Gift Planner's View
Judy Cash
May 14, 2013 Practical Strategies to Enhance Your Clients Wealth Planning
Richard A. Oshins, Esq. of Las Vegas, NV
April 23, 2013 Local Treasures Found & Rationale for Evaluations Discussed
Diana Minotti
March 21, 2013 Forensic Economics in Life Care Planning and Valuation
Chera Sayers PhD
February 7, 2013 Elder Abuse, Neglect & Exploitation: Know it When You See It and What to Do About It
Scott Selis
January 9, 2013 Fiscal Cliff Notes
Anne Buzby-Walt, Esq.
December 4, 2012 Annual Meeting & Holiday Party
November 6, 2012 Enhance Your Charitable Legacy: Alternative Strategies
Rich Olewnik & William H. Black
October 24, 2012 5 Ways to "Found Money" Using Creative Philanthropic & Non-Philanthropic Strategies
Scott Thomas, Stewardship Matters, Inc.
September 11, 2012 What Can a Professional Care Manager do for Seniors?
Cheryl Jordan RN, BSN, MSA
August 28, 2012 Geneaology Research & Fiduciaries - Important Reasons That Everyone Needs To Have A Will Or Trust
Ari Morse with Harvey E. Morse PA - International Genealogical Research
July 26, 2012 Keep your clients out of trouble regarding new DOL Retirement Plan Rules
Dale Smith & Laura Carnes
June 19, 2012 Client Appreciation and Care ~ NO Tax Citations and Codes!
Howard Holley, Former Senior VP & GM for Xerox Corporation
May 23, 2012 Estate & Tax Planning with Long Term Care Insurance
D. Lee Watson, CLTC
May 8, 2012 Current Gift Planning Opportunities Using Strings that are not Considered Attached by the Donor
Stacy Eastland, Managing Director Goldman Sachs Company-Houston Texas
April 25, 2012 Asset Protection Trusts
Michael W. Halloran, CLU, ChFC, CFP, AEP, LUTCF, RHU, RE
March 13, 2012 Overcoming Separation Anxiety:
Vernon Swartsel, Esq., of Carlton Fields, P.A., Orlando, FL
January 18, 2012 The St. Augustine Professional Advisory Council Seminar
Andrew Auchincloss
December 8, 2011 Annual Meeting and Holiday Party
November 9, 2011 2011 Financial Symposium
Paul L. Comstock, Chairman Comstock Wealth Management Associates, Inc
October 18, 2011 Learn more about 529 and receive CFP or CPA credit
Ryan C. van Weezel, CRPC
September 20, 2011 1) Florida's New POA Rules and 2) Not-For Profit Tax Update
Scott Selis, Esq. & Dave Moja, CPA
August 23, 2011 Transforming Social Security Into a Winning Retirement Strategy
Tony Marek, CFA, CPA Advisor Consultant Black Rock
July 26, 2011 An Estate Planning Case Study of Ideas, Opportunities & Concerns in Our Current Planning Environment
Brad Gornto, Sherry Burger, Joe DeRosa, Mary Greenlees, William Ward
June 28, 2011 The Importance of a Good Inventory & Appraisal
Diana Minotti
May 18, 2011 The importance of business valuations in estate planning, divorce planning & retirement planning
Adam T. Magill, MBA, AVA, CBA
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
Jonathan L. Hay
March 2, 2011 Preparing for Incapacity
Mike Pyle & Joanne King
February 1, 2011 The Psychology of Fraud - with insight into Estate Planning Issues
Frank Navran
January 11, 2011 Tax and Estate Law Update Meeting
Sean Kelley, Esq.
December 9, 2010 Buy Sell Agreements
Joseph DeRosa, CLU, ChFC
November 10, 2010 The Remainder of 2010 - The Perfect Storm of Storms for Estate Planners, Accountants and Taxpayers
Bradford B. Gornto, J.D., LL.M. in Taxation
October 14, 2010 Flagler's Estate Planning Expo
Two Expert Panel Discussions
September 15, 2010 Coping with the Unknown: How Does Future Tax Policy Impact Financial Decisions Today?
Thomas J. Pauloski
August 17, 2010 Tax and Asset Protection Benefits Afforded Florida Domiciliaries
Michael D. Chiumento, Esq., AEP
July 22, 2010 Workshop on Medicaid and VA Benefit Planning
Scott A. Selis, Esq.
June 15, 2010 Special Needs Trusts
Melissa Lader Barnhardt, Esq., of SunTrust Bank
May 18, 2010 Tough Issues in Buy/Sell Planning and other Hot Items
Stephan R. Leimberg, JD
April 20, 2010 Our National Organization ~ NAEPC ~ and Member Benefits
Kathleen Belmonte, CTFA, AEP
March 9, 2010 Asset Protection Strategies and Estate Tax Update
Robert N. Miller, Esq
February 3, 2010 Enhanced Tax Benefits for Long Term Care
Elaine Marvin, CFP
January 13, 2010 Pitfalls of Investing: Hope vs. Reality
Paul S. Lee, J.D., LL.M.
December 9, 2009 Planning for Exit and Leadership Succession
Isabel K. Graf, Ph.D.
November 17, 2009 Maximizing Relationships Amongst the Advisory Disciplines
Denny Axman, CLU, ChFC, AEP, CFP & Ron Maurno
October 21, 2009 Avoiding Critical Financial Errors in Divorce and Building an Estate Plan Post-Divorce
Erin Wynn Masters, CFP, CDFA
September 15, 2009 Bad Times Call For Good Ethics
Frank J. Navran
August 11, 2009 Giving Peace a Chance: The Creative Use of Alternative Dispute Resolution Techniques
Michael J. Dewberry, Esq.
June 17, 2009 IRS Form 990 (Revised)
David C. Moja, CPA, of RSM McGladrey, Melbourne, FL
May 20, 2009 True Confessions of an Exit Strategy Advisor
A Video Training Conference, Produced by the Society of Financial Service Professionals
April 29, 2009 Medicaid Planning – What You Need to Know About the New Law to Avoid Malpractice & Generate Revenue
Scott A. Selis, Esq.
March 25, 2009 What's In Grandma's Closet? Valuation of Art and Antiques for Estate Planners
Diana Minotti, B.F.A., M. A., Art Administration, and Certified Appraiser and Member of our EPC
February 11, 2009 Heritage Planning ~ (Values Based Legacy Estate Planning)
Lynn S. Evans, CFP® & Larry L. Van Oort, CWC™ CFP®
January 21, 2009 Trustee Selection Planning - Advantages of a Corporate Trustee
Carlos A. Rodriguez, J.D., LL.M.
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