Past Events

January 17, 2023 DEVELOPMENT of DOWNTOWN JACKSONVILLE
Alex Sifakis, President
JWB Real Estate Capital
December 6, 2022 LONGEVITY & LEGACY UNDER the NEW RULES
Using Annuities and Life Insurance in Planning
Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®
November 8, 2022 DIRECTION MEMO
Letter of Instruction
Paul Caspersen, CFP®, AEP®, MS
October 11, 2022 Public Policy Update
Rick Mullaney
September 20, 2022 Community Property Trust
Stephen P. Holmgren
May 3, 2022 EPC Annual Meeting & Golf Outing
Lester Law
April 19, 2022 ECONOMIC UPDATE
Michael J. Skordeles, AIF®
Senior U.S. Macro Strategist
Truist Wealth
March 8, 2022 EXECUTIVE COMPENSATION PLANNING
Kevin A. Kane, Attorney
Purcell Flanagan Hay & Greene
February 8, 2022 Ethical and Professional Challenges Dealing with Elder Abuse
Alison E. Hickman
January 18, 2022 January 18th Dinner Postponed
December 7, 2021 EDUCATION PLANNING for the NEXT DECADE
Dr. Ross A. Riskin, DBA, CPA, CPA/PFS, CCFC, MS Tax
November 9, 2021 COMMUNITY UPDATE
Jeanne M. Miller, President & CEO
Jacksonville Civic Council, Inc.
October 19, 2021 OUR LANGUAGE ISN'T ENGLISH to our CLIENTS
Thomas E. Beames, Senior Wealth Manager
September 21, 2021 LEGISLATIVE UPDATE | CASE LAW UPDATE
Clay B. Tousey, III, Shareholder
Fisher Tousey Leas & Ball P.A.
May 11, 2021 EPC Annual Meeting
Jonathan Blattmachr, Principle, Pioneer Wealth Partners with Teresa Bush and Marty Shenkman
March 16, 2021 EPC Luncheon Meeting
David Herritt - Sun Trust
February 16, 2021 EPC Luncheon Meeting
Harris Bonnette - Fisher Tousey Leas & Ball
January 19, 2021 EPC Luncheon Meeting
Brian Hershorin - Purcell Flanagan Hay & Greene
December 8, 2020 EPC Luncheon Meeting
Steve Parrish, Co-Director of the Retirement Income Center at The American College of Financial Services
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