Past Events

October 24, 2023 Berks County Estate Planning Council -- Fall Dinner Presentation | William R. Blumer, Esq., presenting on the SECURE Act
William R. Blumer, CELA (Certified Elder Law Attorney)
May 24, 2023 CRYPTO ASSETS 101 | Dinner Meeting and Presentation | Estate Planning Council of Berks County
Al Kabia, Regional Director, Bitwise Asset Management
March 22, 2023 Dinner Meeting and Presentation | Estate Planning Council of Berks County | Facility Disaster Preparedness and Recovery and Computer / IT Preparedness and Recovery
Skip Bell, ServiceMaster Restore Cleaning
January 18, 2023 Luncheon Presentation on Addiction to Recovery: Supporting Individuals and Families Experiencing Mental Health and Addiction | Estate Planning Council of Berks County
Eric Rodriguez, MSW, LSW, CAADC of Caron Treatment Centers
December 14, 2022 Holiday Gathering and Fundraising Event for Safe Berks | Estate Planning Council of Berks County
October 19, 2022 Dinner Meeting and Presentation | “Where Do We Go From Here? What Today’s Economy Can Tell Us About What’s To Come.”
Marc Balcer, Senior Vice President, and Director, Investment Strategy, Girard, a Univest Wealth Division
May 18, 2022 EPC Dinner Meeting | Tax Law Update (with live ZOOM option)
Rachel L. Votto, CPA, AEP®, National Association of Estate Planners and Councils
March 23, 2022 EPC Dinner | Older Adult Protective Services and Aging Resources (with live broadcast on ZOOM)
Jessica Jones BSW, Director, Berks County Area Agency on Aging
January 26, 2022 Panel Discussion on Crisis Planning
William R. Blumer, Esq., Barley Snyder and Katie Rex, Berks Encore Care+ Program
December 7, 2021 HOLIDAY Gathering at the Reading Public Museum
October 14, 2021 EPC Dinner Meeting | October 14, 2021 @ 5 pm | (with live broadcast on ZOOM) Digital Assets and Estate Planning
Eric R. Strauss, Esq.
May 20, 2021 Berks County Estate Planning Council Summer Kickoff Party
Theme: Wine and Beer Tasting
May 4, 2021 EPC Dinner Meeting | (with live broadcast on zoom) | The State of Charitable Giving in Berks and Beyond
Kevin Murphy, Berks County Community Foundation
March 25, 2021 EPC Dinner Meeting (with live broadcast on zoom) | Trends in the Funeral Home Industry
Matthew Stitzel, Owner of Stitzel Funeral Homes & Crematory
January 21, 2021 EPC Luncheon Meeting (with live broadcast on zoom) (Presentation: The Aging Community in Berks, the impact of COVID-19 and meeting the ever changing needs of this group
LuAnn Oatman, President & CEO of Berks Encore
December 7, 2020 Virtual Wine Tasting Event
Mike Bukovsky, Berkshire Country Club
October 7, 2020 Berks EPC Presentation: Wealth Transfer Planning in Uncertain Times
Stephen C. Target, CLU, ChFC, AEP, Partner, Newton One Advisors
RENEE D. LAYCHUR, CFA | Senior Vice President & Managing Director
March 18, 2020 MEETING CANCELED | MARCH | Digital Assets
Eric Strauss, Esq.
January 22, 2020 JANUARY | Advising Family Businesses
Sally Derstine, Delaware Valley Family Business Center
December 2, 2019 DECEMBER | HOLIDAY Gathering and Fundraising Event
Alice Moyer, Executive Director, Little Acts of Love
October 23, 2019 OCTOBER | Navigating the Current Charitable Planning Landscape
Ginger F. Mlakar, Esq., NAEPC Board
May 9, 2019 Estate Planning for Blended Families
R. Kurtz (Kurt) Holloway, Esq. of Wells, Hoffman, Holloway & Medvesky, LLP
March 13, 2019 Medicare Benefits
Kate Becker of Berks Encore
January 24, 2019 Addiction and Estate Planning
Link Christin of the Caron Foundation
December 10, 2018 Berks County Estate Planning Council's Holiday Party
October 11, 2018 Using Emotional Intelligence to Interact with Clients
Christine Miles, M.S., ED of CI Squared
May 9, 2018 How to Handle Hoarding Issues in Estate Administration
Margit Novack, President of Moving Solutions
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