Private Wealth Management, U.S. Bank

Past Events

June 12, 2018 Annual Meeting & Awards Luncheon honoring Alan Gross sponsored by Glenmede & University Hospitals
May 30, 2018 East Side Breakfast - Choosing the Right Business Entity sponsored by Sequoia Financial Group
May 14, 2018 Dealing with Today’s IRS – A Primer, War Stories, What’s Changed, and Practical Suggestions sponsored by BNY Mellon Wealth Management
April 10, 2018 The Ohio Family Trust Company Act in Review sponsored by The Cleveland Foundation
March 13, 2018 Reduced Speed Ahead: An Economic Update sponsored by Huntington Bank
February 28, 2018 East Side Breakfast - So There is this New Tax Law, What Does an Estate Planner Do Now? sponsored by Wellspring Financial Advisors
February 22, 2018 EPC Guidestar Kick-Off Event
February 13, 2018 Top Ten Take-A-Ways from Heckerling sponsored by Fifth Third Private Bank
January 24, 2018 West Side Breakfast - Digital Assets and Electronic Wills sponsored by Sequoia Financial Group
January 9, 2018 Rockin' Greater Cleveland: The Impact of the Rock & Roll Hall of Fame sponsored by AB Bernstein
December 12, 2017 Entrepreneurs: Their Story, Their Vision, and Their Advisors sponsored by Zinner & Co.
December 5, 2017 6th Annual Volunteer Experience Serving Ronald McDonald House, Day 2
December 4, 2017 6th Annual Volunteer Experience Serving Ronald McDonald House, Day 1
November 30, 2017 EPC Webinar Replay:
Business Succession Planning
November 15, 2017 Special Joint Event with Financial Planning Association of Northeast Ohio: Partnering with the Cleveland Foundation: Charitable Strategies to meet your Clients’ Philanthropic Goals
November 14, 2017 You’re Letting Foxes in the Data Hen House: Managing Cyber Risks in Third Party Service Arrangements sponsored by PNC Bank
October 25, 2017 East Side Breakfast - Digital Assets and Electronic Wills: Tomorrow’s Estate Planning Is Here Today sponsored by Wellspring Financial Advisors
October 10, 2017 Investing for Impact, Investing for Return
September 25, 2017 Fall Social at Market Garden Brewery
September 12, 2017 Estate Planning and Valuation Issues in Today’s Trumped-Up Environment: A New World Order? sponsored by Key Private Bank
June 13, 2017 Annual Meeting & Awards Luncheon honoring Patrick J. Saccogna sponsored by Glenmede & University Hospitals
May 24, 2017 EPC Webinar Replay:
“Effective Estate Planning for Diminished Capacity; Can You Really Avoid Guardianship”
May 16, 2017 East Side Breakfast - Why Don’t My Kids Listen to Me? – Family Governance, Communication and Engaging the Next Generation sponsored by Wellspring Financial Advisors
May 9, 2017 2017 Social Security Basics sponsored by Heirmark
April 11, 2017 Complexities of Business Succession Planning (with Advanced and Basic session breakouts) sponsored by Huntington Bank
March 6, 2017 Legislative Update from Washington, hosted jointly with the Tax Club of Cleveland sponsored by Cleveland Clinic
February 14, 2017 Heckerling Institute Highlights sponsored by Zinner & Co.
January 26, 2017 EPC Webinar Replay:
Top Ten Estate Planning and Estate Tax Developments of 2016
January 10, 2017 Using Emotional Intelligence to Better Communicate with Your Clients, Colleagues and Your Family sponsored by Fifth Third Private Bank
December 13, 2016 Planning for Non-Traditional Families sponsored by PNC Wealth Management
December 6, 2016 5th Annual Volunteer Experience Serving Ronald McDonald House, Day 2
December 5, 2016 5th Annual Volunteer Experience Serving Ronald McDonald House, Day 1
November 10, 2016 Community Event: CFA Society of Cleveland hosts Drinks, Appetizers & Nature at the Cleveland Botanical Garden, An Investment Perspective on ESG
November 8, 2016 Proposed Section 2704 Regulations: Valuation and Planning Insights sponsored by Key Private Bank
October 18, 2016 Estate Planning “War Stories,” an East Side Breakfast Panel Discussion sponsored by Bernstein
October 11, 2016 Hosting RNC: Sustaining the Momentum sponsored by BNY Mellon
September 13, 2016 Parent & Grandparent Life Insurance Gifting: Unique Uses of this Tax-Advantaged Property sponsored by F.N.B. Wealth Management
July 24, 2016 EPC Cleveland Visits The Cleveland Orchestra, Blockbuster Film Tribute
June 14, 2016 Annual Meeting & Awards Luncheon honoring Howard B. Edelstein sponsored by Glenmede & University Hospitals
May 19, 2016 Community Event: Project 419, THE Event for Estate and Financial Planners
May 10, 2016 Special Joint Meeting with the Tax Club of Cleveland, "Taxpayer and Practitioner Needs in the IRS Current and Future State", sponsored by Cornerstone Consulting Group
April 12, 2016 What the Republican National Convention means to Cleveland and Northeast Ohio sponsored by Bernstein Private Wealth Management
March 8, 2016 2016 Federal Legislative Update – Prospects for Tax or Estate Planning Changes in 2016-2017, sponsored by Cleveland Clinic
February 9, 2016 Heckerling Institute Highlights sponsored by Fifth Third Bank
January 12, 2016 Afterlife on the Cloud: Creating a Heavenly Plan for Digital Assets sponsored by Wellspring Financial Advisors
December 8, 2015 Representation of Multiple Generations in Family Business Succession Planning sponsored by Oswald
December 2, 2015 4th Annual Volunteer Experience, Day 2
December 1, 2015 SOLD OUT: 4th Annual Volunteer Experience, Day 1
November 10, 2015 Update on Special Needs Planning sponsored by Zinner & Co.
October 13, 2015 Taxation of Insurance Products and Trust Owned Annuities sponsored by Taft
October 1, 2015 Special Luncheon: Sea Change: Estate Planning in a Changing World (Please note special location)
September 26, 2015 EPC Consumer Education Event
September 8, 2015 Gifts, Inheritances and Trusts – What Happens When Beneficiaries Divorce? sponsored by BNY Mellon Wealth Management
August 16, 2015 EPC Visits the Cleveland Orchestra at Blossom Music Center, "The British Invasion"
June 9, 2015 Annual Meeting & Awards Luncheon honoring Joseph M. Mentrek sponsored by Glenmede & University Hospitals
May 12, 2015 Ten Takeaways for Planning with IRAs and Other Retirement Benefits sponsored by Bernstein, special Member/Guest Luncheon
April 14, 2015 Charitable Planning Updates and Strategies sponsored by American Endowment Foundation
March 10, 2015 An Update on Urban Education in Cleveland sponsored by The Cleveland Foundation
February 10, 2015 Heckerling Institute Highlights sponsored by Walter & Haverfield
January 12, 2015 Selected Tax Planning Ideas for Closely Held Businesses and Their Owner Operators, sponsored by Walthall CPAs
December 9, 2014 Tax Policy and Planning Considerations sponsored by Key Private Bank
December 2, 2014 3rd Annual Volunteer Experience, Day 2
December 1, 2014 3rd Annual Volunteer Experience, Day 1
November 11, 2014 Valuation Opportunities on the Roads Less Travelled sponsored by Benesch, Friedlander, Coplan & Aronoff
October 14, 2014 Shale Energy in Northeast Ohio Today in the Aftermath of the 2012 Boom sponsored by Cornerstone Consulting Group, LLC
October 2, 2014 Annual Social & Open House at Mitchell's Ice Cream (Ohio City)
September 9, 2014 Beyond Medicaid, an Elder-Centered Approach to Life Care Planning sponsored by Zinner & Co.
August 10, 2014 Summer Outing: EPC Cleveland & The Cleveland Orchestra
June 10, 2014 Annual Meeting & Awards Luncheon honoring Radd L. Riebe
May 13, 2014 What’s Up in Washington, a Legislative Update (special Member/Guest Luncheon)
April 8, 2014 Engaging, Serving and Retaining Female Clients: Strategies for Building a Successful Practice, joint meeting with FPA
March 11, 2014 Is Your Retirement Plan Really Safe? Protecting Qualified Plan and IRA Assets From Creditors
February 11, 2014 15th Annual Heckerling Institute Highlights
January 14, 2014 Global High Wealth Examinations
December 10, 2013 Life Insurance in a Low Interest Rate Environment
December 3, 2013 2nd Annual Volunteer Experience, Night 2
December 2, 2013 2nd Annual Volunteer Experience, Night 1
November 12, 2013 Multi-Generational Estate Planning
October 24, 2013 9th Annual Fall Open House, Clambake & Cornhole
October 8, 2013 The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012 sponsored by Taft Stettinius & Hollister LLP
September 10, 2013 Exit Planning is Not What You Think sponsored by American Endowment Foundation
June 19, 2013 2013 Summer Gathering
June 11, 2013 Annual Meeting & Awards Luncheon sprd by Glenmede & University Hospitals
May 14, 2013 2013 Federal Legislative Update hosted jointly with FPA of Northeast Ohio sprd by Key Private Bank
April 9, 2013 Ohio Legacy Trust Act sprd by Jewish Federation of Cleveland
March 12, 2013 Beyond the 529 Plan, How to Finance a College Education sprd by Cleveland Clinic
February 12, 2013 Heckerling Institute Highlights sprd by Hickman & Lowder Co., L.P.A.
January 7, 2013 Economic Update hosted jointly with the Tax Club of Cleveland sprd by Key Private Bank
December 11, 2012 Captive Insurance Companies sprd by Zinner & Co., hosted jointly with CMBA Estate Planning Section
December 3, 2012 Volunteer Experience
November 14, 2012 8th Annual Fall Open House sponsored by PNC Wealth Management & Stout Risius Ross
November 13, 2012 Medicare Options 101 sprd by Fifth Third Private Bank
October 9, 2012 Opportunities and Complexities Under Ohios Newly Discovered Wealth sprd by Fidelity Charitable
September 11, 2012 Using 2012’s Best Estate Planning Techniques before the Ball Drops sprd by Hahn Loeser & Parks LLP
June 12, 2012 Annual Meeting & Awards Luncheon sprd by Key Private Bank & University Hospitals
May 8, 2012 Family and Wealth Sustainability: Integrating Family Values with Wealth Planning for Lasting Legacy
April 10, 2012 Crossing Borders: Intl Estate Plng and Compliance Fundamentals sprd Western Reserve Land Conservancy
March 14, 2012 2012 Spring Outing: Taco Demonstration & Happy Hour
March 13, 2012 Joint meeting with Tax Club: Forecasting a Perfect Storm....sprd by FirstMerit Bank
February 14, 2012 Heckerling Institute Highlights sprd by Fifth Third Bank
January 10, 2012 Digital Assets sprd by Key Private Bank
December 13, 2011 What Every Tax Adviser Needs to Know about Hedge Funds sprd by Howard Wershbale & Co.
November 8, 2011 Lifting the Veil of Mystery Regarding Social Security sprd by Cedar Brook Financial Partners
October 26, 2011 7th Annual Fall Open House & Deconstructed Clambake
October 11, 2011 Connecting with the Generations - a Discussion on Philanthropy sprd by The Cleveland Clinic
September 13, 2011 Advanced Post-Mortem Issues and Planning Related to the Ownership of S Corporation Stock
June 14, 2011 Annual Meeting & Awards Luncheon honoring Gary A. Zwick sprd by Glenmede & University Hospitals
May 10, 2011 Washington Update - What Happened? And So Now What? sprd by FirstMerit Wealth Management Services
April 28, 2011 2011 Spring Outing: Wine 101, a Systematic Approach to Wine Tasting
April 12, 2011 Estate and Financial Planning for Disabled Children sponsored by Key Private Bank
March 8, 2011 Business Ethics for the Estate Planning Professional sprd by Cleveland Clinic
February 8, 2011 Heckerling Institute Highlights Including the 2010 Act sprd by Fifth Third Private Bank
January 11, 2011 What's Happening in Cleveland? sprd by Wellspring Financial Advisors
December 14, 2010 CANCELLED: Crossing Borders: Int'l Estate Plng and Compliance Fundamentals sprd by Jewish Federation
November 9, 2010 Long-Term Care Insurance - Past, Present & Future sprd by Howard Wershbale & Associates
October 22, 2010 SPECIAL LUNCHEON - Estate Planning for Chronic Illness
October 14, 2010 Annual Open House & Membership Social sponsored by FirstMerit Wealth Management Services
October 12, 2010 Advance Care Planning sprd by Key Private Bank
September 14, 2010 Generation Skipping Opportunities for 2010 sponsored by HAWTHORN, PNC Family Wealth
August 12, 2010 2010 Summer Outing - Cleveland Rocks! Sunset Kayaking Tour
June 8, 2010 Annual Mtg & Awards Luncheon hon. M. Patricia Culler sprd by Key Private Bank & University Hospitals
May 11, 2010 Legislative Developments Affecting Estate Planners sponsored by Cleveland Clinic
April 20, 2010 An Estate Planner's Guide to Life Insurance sponsored by PNC Wealth Management
March 11, 2010 2010 Winter Outing - Social & Brew Tour
March 9, 2010 Mission and Program Related Investing by Private Foundations sprd by Spieth, Bell, McCurdy & Newell
February 9, 2010 Heckerling Institute Highlights sponsored by Fifth Third Bank
January 12, 2010 A National Economic Outlook sponsored by SS&G Financial Services, Inc.
December 8, 2009 Plng for the Possibility of Divorce – Estate Planning and Asset Mgmt Issues sprd by Cleveland Clinic
November 10, 2009 Retirement Planning for Professionals: Core Capital, Roth Conversions & Other Key Questions sprd by
October 13, 2009 The State of Estate Planning - What's Hot and What's Not sprd by Barnes Wendling Valuation Services
September 24, 2009 5th Annual Open House & Networking Social sprd by National City Bank, now a part of PNC
September 8, 2009 2010 is Almost Here – Estate Tax Legislative Developments sprd by U.S. Bank
August 27, 2009 EPC Cleveland Summer Outing at the Lake Erie Crushers Game
June 10, 2009 Annual Meeting & Awards Luncheon honoring Stephen H. Gariepy
May 12, 2009 Estate Planning for Non-Traditional Families sprd by Glenmede Trust Company
April 14, 2009 Serving Our Clients: Teaming Up with Allied Professionals sprd by Lincoln Financial Advisors
March 10, 2009 Split Dollar: Using Life Insurance in Split Dollar Arrangements sprd by The Cleveland Clinic
February 10, 2009 Heckerling Institute Highlights sprd by Spero-Smith Investment Advisors
January 13, 2009 Business Valuation for the Estate Planner sponsored by Fifth Third Bank
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