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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