Past Events

August 15, 2019 2019-2020 Kick-Off Annual Dinner and Networking Meeting
May 17, 2019 Annual Estate Planning and Tax Seminar
April 18, 2019 Dinner Meeting: Jennifer Robinson and Jim George speaking - Sponsored by the Hibiscus Children’s Center
February 21, 2019 Dinner Meeting: Diana Zeydel speaking - Sponsored by the Historical Society of Martin County
January 23, 2019 Estate Planning Symposium
January 17, 2019 Dinner Meeting: Andrew Blum speaking - sponsored by the Council on Aging of Martin County
November 15, 2018 Dinner Meeting: Chuck Rubin speaking - Sponsored by House of Hope
October 18, 2018 Dinner Meeting: Dr. Jerry Inglet speaking - Sponsored by Volunteers in Medicine Clinic
September 20, 2018 Dinner Meeting
Lauren Benenati Blatz
August 16, 2018 2018-2019 Kick-Off Annual Dinner and Networking Meeting
July 11, 2018 Board Meeting
June 13, 2018 Board Meeting
May 18, 2018 Annual Seminar
Business Succession Planning, James Rosa & Amy Dalen, HBK CPA's & Consultants: 2018 Tax Law Update; Bonnie Conrad, J.D., Dept. of Elder Affairs, Elder Abuse/Financial Exploitation; Craig Jon Anderson, C & W Technologies: Cybersecurity, Dark Web, Hackers & Phishing. Sponsor: UW Martin County Fdn.
May 9, 2018 Board Meeting
April 19, 2018 Dinner Meeting
Market Update: Ronald Quinlan, Jr., CFP, CTFA, CFA, Northern Trust; Sponsor: Treasure Health/Hospice
April 11, 2018 Board Meeting
March 14, 2018 Board Meeting
February 15, 2018 Dinner Meeting
Howard Rosen, Esq., Offshore Trusts for Estate Planning; Sponsor Boys & Girls Clubs of Martin County
February 14, 2018 Board Meeting
January 18, 2018 Dinner Meeting
Nikki Melby, Esquire: Special Needs Trust - News Opportunities/Difficulties Sponsored by Molly's House
January 10, 2018 Board Meeting
December 13, 2017 Board Meeting
November 16, 2017 Dinner Meeting and Food Drive
John Mangan, Esquire: Gun Trusts and Handling Guns After Owner's Death Sponsored by House of Hope
November 8, 2017 Board Meeting
October 27, 2017 Let's Get Connected!
MCEPC's 1st Networking Event - Bring your business cards, brochures & bio's - you'll have 2 minutes to share who you are and what you do!
October 19, 2017 Dinner Meeting
Ray Robison and Robert Goldman; LLC's, Asset Protection Benefits & Operating Agreements; Sponsored by Martin County Community Foundation
October 17, 2017 3rd Annual MCEPC Symposium
See Evite
October 11, 2017 Board Meeting
September 21, 2017 Dinner Meeting
Larry Crary, Esquire: Compassionate Communication - Listening/Talking Sponsored by The Children's Museum
September 13, 2017 Board Meeting
August 17, 2017 Dinner Meeting
MCEPC Introduction
July 12, 2017 Board Meeting
N/A
June 14, 2017 Board Meeting
May 19, 2017 Annual Tax and Estate Planning Seminar
See Agenda for Full Details
May 10, 2017 Board Meeting
April 20, 2017 Dinner Meeting:
Christopher Morhardt, President/CEO Pharus Group LLC
April 12, 2017 Board Meeting
March 8, 2017 Board Meeting
February 16, 2017 Dinner Meeting: Heckerling Update; Sponsored by Habitat for Humanity
Craig Dreyer, Esq.
February 8, 2017 Board Meeting
January 19, 2017 Dinner Meeting: Charitable Gift Planning-Benefiting Clients, Building Communities; Sponsored by Boys & Girls Club of Martin County
Terry Balko, Director, Resource Development, Boys & Girls Clubs of America; Christopher C. Gabries, VP, Merrill Lynch
January 11, 2017 Board Meeting
December 14, 2016 Board Meeting
November 17, 2016 Dinner Meeting sponsored by Mary's Shelter; Speaker: Jerome Wolf, Esq.
Jerome Wolf, Esq. - IRS Proposed 2704 Regulations
November 9, 2016 Board Meeting
October 20, 2016 Dinner Meeting sponsored by SafeSpace; Speaker: Hon. Barbara W. Bronis
Honorable Barbara W. Bronis
October 19, 2016 Second Annual Martin County Estate Planning Council Symposium
Craig Dreyer, Esq., Estate Planning; Galina Koval, CFP, Medicare; Nancy Goethel, CFP, Investment Topics; Lynn Blackard, CPA, Fraud Prevention
October 12, 2016 Board Meeting
September 15, 2016 Dinner Meeting Sponsored by The Alzheimers Association; Speaker: Sheila Biehl., Esq.
Sheila Biehl, Esq. - Probate Litigation
September 14, 2016 Board Meeting
August 11, 2016 Dinner Meeting Sponsored by The Willow Project and McCarthy, Summers, Bobko, Wood, Norman, Bass & Melby, P.A.
August 10, 2016 Board Meeting
July 13, 2016 Board Meeting
June 8, 2016 Board Meeting
May 13, 2016 Annual Tax and Estate Planning Seminar
May 11, 2016 Board Meeting
April 21, 2016 Digital Assets
Shawn Snyder
April 13, 2016 Board Meeting
March 9, 2016 Board Meeting
February 18, 2016 Heckerling Update
Craig Dreyer, Esq.
February 10, 2016 Board Meeting
January 21, 2016 International Tax and Estate Planning
Alexandre M. Denault, Esq.
January 13, 2016 Board Meeting
November 19, 2015 Dinner Meeting-Tax Update from the Southern Federal Tax Institute
James Sopko, Esq.
November 11, 2015 Board Meeting
October 23, 2015 First Annual MCEPC Estate Planning Symposium
Several - see event information
October 15, 2015 Dinner Meeting - Charitable Giving
Dawn St. Clair, The Salvation Army
October 14, 2015 Board Meeting
September 17, 2015 Florida's Revised LLC Act
Robert Goldman, Esq., Fox, Wackeen
September 9, 2015 Board Meeting
August 27, 2015 Season opening networking event
Sponsored by The Community Foundation of Martin County
August 12, 2015 Board Meeting
May 15, 2015 Annual Tax and Estate Planning Seminar
Alan Gassman, Esq.; Matthew Rubin, Stacey McMahan, Esq.; and Robert Burns, RICP
May 6, 2015 Board Meeting
April 23, 2015 Dinner Meeting-Behavioral Finance-An Insight to Emotional Investing
Andrea Gregory-Pooley, CTFA, Seacoast National Bank
April 8, 2015 Board Meeting
March 11, 2015 Board Meeting
February 19, 2015 Dinner Meeting - Asset Protection Planning
Larry Klitzman, Esq.
February 11, 2015 Board Meeting
January 22, 2015 Dinner Meeting - Heckerling Update
Craig Dreyer, Esq.
January 14, 2015 Board Meeting
November 20, 2014 Dinner Meeting - It's 2014-Are We There Yet? Preserving Retirement Benefits for Heirs
Stewart McGough, Esq.
November 12, 2014 Board Meeting
October 16, 2014 The Rules Have Changed: Advances in Asset Allocation & Sources of Return
Scott A. Roads, SVP/Managing Director and Ron Quinlan, CFP, Northern Trust
October 8, 2014 Board Meeting
September 18, 2014 Dinner Meeting - Working with Partially Incapacitated Clients
Donna R. McMillan, Esq., Nancy Goethel, CFP and Lynn Blackard, CPA
September 10, 2014 Board Meeting
August 21, 2014 Season Kick-off Barbecue
August 13, 2014 Board Meeting
July 9, 2014 Board Meeting
May 16, 2014 Annual Estate and Tax Planning Seminar
Thomas F. Commito, Esq.; Robert C. Slane, CLU; Richard M. Flah, CLU
May 12, 2014 MCEPC Board Meeting
April 24, 2014 MCEPC April Dinner Meeting
Tim Luke and Greg Strahm/TreasureQuest Appraisal
April 16, 2014 MCEPC Board Meeting
March 12, 2014 MCEPC Board Meeting
February 20, 2014 MCEPC February Dinner Meeting
Michael R. Harris, CFP, CLU, ChFC
February 12, 2014 MCEPC Board Meeting
January 23, 2014 MCEPC January Dinner Meeting
Steven P. DePasquale, CPA
January 15, 2014 MCEPC Board Meeting
December 19, 2013 MCEPC Board Meeting
November 21, 2013 MCEPC November Dinner Meeting
Ted E. Furniss, CFA, Wilmington Trust Co.
November 13, 2013 MCEPC Board Meeting
October 17, 2013 MCEPC October Dinner Meeting
Jacob Wysong, Aycock Funeral Homes
October 9, 2013 MCEPC Board Meeting
September 19, 2013 MCEPC September Dinner Meeting
Nicola J. Melby, Esq.
September 11, 2013 MCEPC Board Meeting
August 22, 2013 Season Kick-off/Guest Event
August 14, 2013 MCEPC Board Meeting
July 24, 2013 MCEPC Board Meeting
May 17, 2013 Annual Tax and Estate Planning Seminar
May 8, 2013 MCEPC Board Meeting
April 25, 2013 MCEPC Dinner Meeting
April 24, 2013 MCEPC Board Meeting
March 13, 2013 MCEPC Board Meeting
February 21, 2013 MCEPC Dinner Meeting
February 13, 2013 MCEPC Board Meeting
January 24, 2013 MCEPC Dinner Meeting
January 9, 2013 MCEPC Board Meeting
November 15, 2012 MCEPC Dinner Meeting
Jim Sopko
November 14, 2012 MCEPC Board Meeting
October 18, 2012 MCEPC Dinner Meeting
Mark Parthemer
October 10, 2012 MCEPC Board Meeting
September 20, 2012 MCEPC Dinner Meeting
Carrie Lavargna, Esquire
September 12, 2012 MCEPC Board Meeting
August 16, 2012 Season Kick-Off/Guest Event
August 15, 2012 MCEPC Board Meeting
June 27, 2012 Martin County Estate Planning Council Board Meeting
May 18, 2012 Annual Tax & Estate Planning Seminar
View Current Events