Past Events

May 21, 2019 HREPC Membership Meeting
March 19, 2019 HREPC Membership Meeting
January 15, 2019 HREPC Membership Meeting
November 13, 2018 HREPC Membership Meeting
September 24, 2018 HREPC Membership Meeting
July 11, 2018 FPA of Hampton Roads & HREPC Summer Social
May 15, 2018 Annual Membership Meeting/Election of Officers
March 20, 2018 Membership Meeting
January 16, 2018 Membership Meeting
November 28, 2017 Membership Meeting
September 19, 2017 Membership Meeting
May 16, 2017 Bankruptcy, Creditor Protection and Fraudulent Transfers in the Context of Estate and Financial Planning
March 21, 2017 Uniform Power of Appointment Act
January 17, 2017 Forks in the Road: Possible Paths for the Economy
November 15, 2016 Recent Developments for Income Tax, Charitable Giving and IRA Arrangements
September 20, 2016 Helping to Secure Clients’ Retirement, Transforming Social Security into Winning Retirement Strategies
May 17, 2016 The Changing Nature of Philanthropic Engagement
May 12, 2016 Signature Event - Our Term Insurance Minefield
March 15, 2016 Releasing & Modifying Gift Restrictions
January 19, 2016 BDIT’s—Beneficiary Defective Inheritor’s Trust
November 17, 2015 What I Would Want to Know About the Life Insurance Business if I Didn’t Already Know It (Or at Least Thought I Did!)
September 15, 2015 Affordable Care Act Readiness Checklist for Employers
May 19, 2015 Art and Collectables: Managing as a Separate Asset Class
March 17, 2015 Economic and Market Outlook
January 20, 2015 The Best Planning Ideas for an Estate of 1 to 20 Million
November 18, 2014 Generational Transfer of Wealth
September 16, 2014 Membership Meeting - Family Wealth: A Hard Look at the "Softer" Issues
May 20, 2014 Annual Membership Meeting - The Best Ideas for Charitable and Tax Planning
March 18, 2014 Membership Meeting - Recent Developments in Elder Law/Special Needs Planning
January 9, 2014 NEW DATE! Membership Meeting - Joint Meeting with Financial Service Providers
November 19, 2013 Membership Meeting
January 15, 2013 Collaboration Among Estate Planning Professionals and Non-Profits
November 20, 2012 Law Changes and Their Implications and Planning Opportunities
September 18, 2012 IRA Minimum Distributions: What Really Happens After the Client Dies
May 15, 2012 Membership Meeting
March 20, 2012 Membership Meeting
February 21, 2012 Membership Meeting will still be held
November 15, 2011 Membership Meeting
September 20, 2011 Membership Meeting
May 17, 2011 Membership Meeting
March 15, 2011 Membership Meeting
January 18, 2011 Membership Meeting
November 9, 2010 Membership Meeting
September 21, 2010 Membership Meeting
May 18, 2010 The Secondary Market for Life Insurance – The Next Generation
March 16, 2010 Fiduciary Liability Issues
January 19, 2010 Creative Uses of Charitable Remainder and Charitable Lead Trusts
November 17, 2009 The Uniform Power of Attorney Act
September 22, 2009 Portfolio Income in Bear Markets
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