Past Events

May 6, 2025 REGISTRATION IS NOW CLOSED FOR THIS EVENT
STAYING ATOP SHIFTING SANDS – A Practitioner’s Guide to Recent Federal Tax Developments
Samuel A. Donaldson, JD, LLM.
April 22, 2025 EPC Social
EPC Annual Social
March 18, 2025 REGISTRATION for this event is now closed
A.I. in ESTATE & FINANCIAL PLANNING
Paul Caspersen, CFP®, AEP®, MS.
February 11, 2025 PHILANTHROPIC LEADERSHIP in NORTHEAST FLORIDA
Isaiah Oliver & John Zell
January 21, 2025 SUNSET of GIFT & ESTATE EXEMPTION
Jason Palmisano, J.D., LL.M
December 3, 2024 Registration is now closed for this event
The Devil is in the Details –What to Advise Clients About in 2025
A Panel Discussion Featuring Area Professionals
November 5, 2024 YOUR CLIENT IS IN CHARGE, but THEY NEED DIRECTION
William R. Verhagen CFP®, CPA*, CFS, CLU®, ChFC®, CASL®, RICP®,
October 15, 2024 ELECTION INSIGHTS
Rick Mullaney
September 17, 2024 REGISTRATION FOR THIS EVENT IS NOW CLOSED
City Finances and Why They Matter to You and Your Clients
Anna Brosche, CPA
May 7, 2024 Registration for this event is now closed
Annual Meeting & Social Event
Ross Riskin
March 12, 2024 Essential Legal Planning for Special Needs Families
Travis Finchum
February 6, 2024 Top 10 Estate Planning Lessons Learned from Recently Deceased Celebrities
Eido M. Walny, Atty, AEP, EPLS
January 23, 2024 Understanding Blockchain and Digital Assets 2.0: Taxation, Reporting and Planning
Abigail Rosen Earthman, JD, LL.M
December 5, 2023 Specialty Assets in Trust? Special Handling is Required
Alyssa Zebrowsky
November 7, 2023 Charitable Planning
Clay Tousey, III
October 17, 2023 Business Transition Planning
Russell Sanders
September 19, 2023 Enhancing Financial Planning with ChatGPT: A Collaborative Approach between Technology and Human Expertise
Eric T. Ludwig, CFP
May 3, 2023 Annual Social Event
May 2, 2023 EPC Annual Meeting
Jeremiah W. Doyle
March 14, 2023 BUSINESS TRANSITION
Joe Hawkins, Principal
Heritage Capital
February 7, 2023 ECONOMIC UPDATE
James Beam, Jr., President
TD Private Client Wealth, LLC.
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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