February 23, 2021 |
NVEPC: New Member Virtual Orientation
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January 26, 2021 |
NVEPC Virtual Membership Meeting: 2020 Stimulus Packages, 2021 Legislative Update, and Potential Planning Opportunities
David Mohel, PwC and Andrew Prior, PwC |
December 8, 2020 |
NVEPC Virtual Holiday Event
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November 17, 2020 |
NVEPC Virtual Membership Meeting: Five Tips for Making Better Decisions in a Connected World
Paul A. Ferwerda, CFA I Portfolio Manager, Wilbanks Smith & Thomas Asset Management, LLC |
October 27, 2020 |
NVEPC Virtual Membership Meeting: Blue Birds: PBS Appraiser and History Detectives Host Wes Cowan Highlights Some of His Extraordinary Treasure Finds
Wes Cowan, Hindman |
October 13, 2020 |
NVEPC Virtual Membership Meeting: Town Hall
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September 22, 2020 |
NVEPC Virtual Membership Meeting: Fragile U.S. and Global Economic Recovery from the Consequences of the Viral Pandemic
Stuart G. Hoffman, SVP and Senior Economic Advisor, PNC Financial Services Group |
June 23, 2020 |
NVEPC Membership Meeting: What to Talk About with Clients Right Now: SECURE Act, CARES Act and Strategies for the Current Environment
Bryan D. Kirk, Director of Estate and Financial Planning and Trust Counsel, Fiduciary Trust; Anna Soliman, Managing Director, Trust Counsel, Fiduciary Trust; Nita Vyas, Managing Director and Trust Counsel, Fiduciary Trust |
May 13, 2020 |
NVEPC Webinar Broadcast -Understanding Diminished Capacity and Financial Exploitation
Angela Baker, CFP, JD, CLTC, CASL, West Financial Services, Inc. |
April 30, 2020 |
UPDATED: One-Hour Webinar - Joint Councils Meeting - The Washington Update- What Does All This Noise Mean to Me and My Clients?
Jeff Bush, The Washington Update |
March 11, 2020 |
CANCELLED: NVEPC Webinar & Happy Hour - Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA, AEP |
February 26, 2020 |
NVEPC New Member Luncheon
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February 20, 2020 |
Webinar | Highlights from the 2020 Heckerling Institute for Estate Planning
John R. Goldsbury, Richard James, Steven Lavner and Ramsay H. Slugg, Bank of America Private Wealth |
January 28, 2020 |
NVEPC Membership Meeting: What Trusts and Estates Practitioners Wish Other Professional Advisors Knew About The Ethics Rules Applicable to Lawyers
Aejaz Dar, Esq., and Paul Melnick, Esq., Yates Campbell & Hoeg |
December 3, 2019 |
NVEPC Holiday Luncheon
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November 13, 2019 |
NVEPC Prospective Member Happy Hour
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October 22, 2019 |
NVEPC Membership Meeting: Finding Basis - It's Not Always Where You Thought it Was
Howard M. Zaritsky, J.D., LL.M |
September 24, 2019 |
NVEPC Membership Meeting: Parenting from the Great Beyond: Planning for Clients with Minor Children
Sarah Moore Johnson, Founding Partner | Birchstone Moore Law |
September 11, 2019 |
NVEPC Networking Event: Happy Hour with National Capital Chapter of Society of Financial Service Professionals
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July 15, 2019 |
Decision in Kaestner: How Far Can States Go to Tax Discretionary Trusts?
Anna Moody, Esq. | Debevoise & Plimpton LLP |
June 12, 2019 |
NVEPC Membership Meeting: Leaving a Lasting Legacy
Eric Weiner, PhD |
May 7, 2019 |
Joint Councils Meeting: Making an Impact with Donor Advised Funds and International Giving
Ted Hart, ACFRE, CAP, CAF America, and Eileen Ellsworth, The Community Foundation of Northern Virginia |
February 26, 2019 |
NVEPC Membership Meeting: Advising on Making IRA Beneficiary Designations Before Death and Taking Minimum Distributions After Death
Timothy Guare, Timothy H. Guare, PLC |
February 21, 2019 |
Webinar | Highlights from the 2019 Heckerling Institute on Estate Planning | 2 pm
U.S.Trust: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg |
January 22, 2019 |
NVEPC Membership Meeting: What We Don't Talk about When We Talk about Estate Planning
William Sanderson, McGuireWoods |
December 4, 2018 |
NVEPC: Holiday Luncheon
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October 23, 2018 |
NVEPC Membership Meeting: Helping Clients Mitigate Income Taxes: Section 199A and the Proposed Regulations
M.R. Litman, Attorney - Williams Mullen |
September 25, 2018 |
NVEPC Membership Meeting: A Conversation about Premarital Agreements
Alvi Aggarwal, Yates Campbell & Hoeg, and Daniel Gray, Cooper Ginsberg Gray PLLC |
May 22, 2018 |
NVEPC Membership Meeting: Important Issues in Modern Trust Design
Lawrence Macklin, Esq., CPA, AEP |
April 25, 2018 |
Joint Councils Meeting: "Houston We Have a Problem - How to Work with Clients with Diminished Capacity"
Philip Fish, CFP®, Alvin Frederick, Esq., Dr. Carole T. Giunta and Laura Stone, Esq. |
March 6, 2018 |
Highlights from the 2018 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg |
February 13, 2018 |
NVEPC Membership Meeting: Estate Planning Under the Tax Cuts and Jobs Act of 2017
Howard Zaritsky, J.D., LL.M |
December 5, 2017 |
NVEPC Holiday Luncheon
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October 24, 2017 |
NVEPC Membership Meeting: Estate Planning Issues in Divorce
Stan Corey, CFP, ChFC |
September 26, 2017 |
NVEPC Membership Meeting: How to Work with the IRS
Michael Gregory |
May 23, 2017 |
NVEPC Membership Meeting: Planning for Privacy in a Public World: The Ethics & Mechanics of Protecting Your Client's Privacy & Personal Security | Maggiano's in Tyson's Corner | 11:30 am - 1:30 pm
Kris Coleman, Founder, President, and CEO of Red Five Security; Jeff Chadwick, Associate at Wealth Preservation Practice Group |
May 16, 2017 |
Our Clients with Assets Overseas: Are they reporting correctly to the IRS? | Tysons Corner | 8:00 - 9:30 am
Marianne Kayan | Earnst & Young LLP |
April 25, 2017 |
Tales from the Dark Side: Drafting Issues from a Fiduciary's Perspective | Joint Council Meeting | The City Club | 5:00 - 7:30 p.m.
Benjamin H. Pruett |
March 9, 2017 |
Highlights from the 2017 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, Richard James, Steven Lavner, Ramsay H. Slugg |
January 24, 2017 |
NVEPC Membership Meeting: 2017 Global Outlook and Themes
Bill Stone, Executive Vice President and Chief Investment Strategist, PNC Asset Management Group |
December 6, 2016 |
NVEPC Holiday Luncheon
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October 25, 2016 |
NVEPC Membership Meeting: Special Needs Trusts & Adult Guardianships
A. Mark Christopher, Partner, Yates Campbell & Hoeg LLP |
September 27, 2016 |
NVEPC Membership Meeting: Economic Update
Pete Quinn, President & Chief Operating Officer, RiverFront Investment Group |
May 24, 2016 |
Completing the Picture of Wealth: Managing Tangible Assets
Colleen Boyle, Senior VP-National Sales Director U.S., Pall Mall Art Advisors |
April 19, 2016 |
Coping With Dysfunction: How We Are Trying to Navigate Through a Political Process Gone Wild
Norman Ornstein |
February 4, 2016 |
NEW DATE: Behavioral Finance: Decision Making and Money
Joe Hart |
January 26, 2016 |
POSTPONED: SEE DETAILS Behavioral Finance: Decision Making and Money
Joe Hart |
December 8, 2015 |
NVEPC Holiday Luncheon
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October 27, 2015 |
Charitable Giving Through Community Foundations
Eileen Ellsworth |
September 22, 2015 |
NVEPC Meeting: Market & Economic Update
Don Strehle, Managing Director, Sterling Capital Management |
June 5, 2015 |
payment opportunity for past events
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May 19, 2015 |
CHOICE OF TRUST SITUS
Thomas M. Forrest, President of U.S. Trust of Delaware |
April 23, 2015 |
"Changes in the Tax Law to Expect - And Not Expect" That to Expect from Congress, Treasury, and the IRS in the short term. What likely themes can be identified for the long term
Ron Aucutt, Esquire |
March 31, 2015 |
Innovations and Insights in Behavioral Finance
Michael Liersch |
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