Past Events

March 28, 2023 Membership Meeting- March 28, 2023- REVISED DATE
Joe Mengedoth, Richmond Federal Reserve Bank
March 8, 2023 NAEPC Webinar Watch Party- March 8, 2023
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
February 8, 2023 NAEPC Webinar Watch Party- February 8, 2023
Caroline D. Ciraolo and John D. (Don) Fort
January 18, 2023 NAEPC Webinar Watch Party- January 18, 2023
Justin T. Miller, JD, LL.M. (taxation), TEP, CFP®, AEP®
January 17, 2023 Membership Meeting- January 17, 2023
Steve Clark, Assistant Vice President for Gift Planning at Virginia Tech
November 15, 2022 Membership Meeting- November 15, 2022
Bill Sanderson, McGuireWoods
September 20, 2022 Membership Meeting- September 20, 2022
Gina Maio, Hospice Chaplain, Nayer Healthcare
August 31, 2022 Summer Social, August 31, 2022
May 17, 2022 Membership Meeting
Eido M. Walney, JD, AEP, EPLS, Walney Legal Group, LLC
March 15, 2022 Membership Meeting
Michael Gregory
January 18, 2022 January 18, 2022 Membership Meeting Update- Virtual
November 16, 2021 In Person Membership Meeting
Flora Hezel, Virginia Senior Assistant Attorney General
September 14, 2021 In Person Membership Meeting
Bill Sanderson, McGuireWoods LLP
August 17, 2021 Virtual Membership Meeting/Webinar
Joseph A. Field, Senior Counsel, Pillsbury
May 25, 2021 HREPC Hybrid Membership Meeting
Andrea C. Chomakos, Partner, McGuireWoods LLP
May 12, 2021 Joint Meeting with the Financial Planning Association of Hampton Roads
William W. Sleeth, III, Estate & Trust Litigation, Gordon & Reese
March 16, 2021 HREPC Virtual Membership Meeting/Webinar
Ronald D. Aucutt, Senior Fiduciary Counsel, Bessemer Trust
January 19, 2021 HREPC Virtual Membership Meeting/Webinar
Russell James, J.D., Ph.D., CFP, Texas Tech University
November 17, 2020 Virtual Wine Tasting Social
October 27, 2020 HREPC Virtual Membership Meeting/Webinar
James Camper, Partner, Evergreen Settlements
September 15, 2020 HREPC Virtual Membership Meeting/Webinar
Michael H. Barker, Partner, McGuireWoods LLP
July 23, 2020 HREPC Virtual Membership Meeting/Webinar
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
June 25, 2020 HREPC Virtual Membership Meeting/Webinar
Steven B. Gorin, JD, CPA, AEP®
May 20, 2020 Business Succession Boot Camp- CANCELED
Steven B. Gorin, JD, CPA, AEP ®, Partner in the St Louis office of the Law firm of Thompson Coburn LLP and Andrea C. Chomakos, Partner in the Charlotte office of McGuireWoods LLP
May 19, 2020 HREPC Membership Meeting- CANCELED
James Camper, Partner, Evergreen Settlements
May 15, 2020 HREPC Scholarship Applications Due May 15, 2020
April 29, 2020 The Color of Law: An Evening with author Richard Rothstein- CANCELED
Richard Rothstein, Author
March 17, 2020 HREPC Membership Meeting-CANCELED
Michael Barker, McGuire Woods
January 21, 2020 HREPC Membership Meeting
Timothy H. Guare
November 19, 2019 HREPC Membership Meeting
Dana Fitzsimons, Principal and Fiduciary Counsel, Bessemer Trust
September 19, 2019 FPA Hampton Roads 22nd Annual Symposium
September 17, 2019 HREPC Membership Meeting
Lauren A. Jenkins, Principal, Offit/Kurman Attorneys At Law
July 10, 2019 Joint FPA Social and Webinar
Webinar Speaker: Natalie B. Choate, Esq, AEP® (Distinguished)
May 21, 2019 HREPC Membership Meeting
Ginger Mlakar, NAEPC Senior Counsel and Director, Donor Relations for the Cleveland Foundation
March 19, 2019 HREPC Membership Meeting
Colleen Boyle, Senior Vice President, National Sales Manager at Pall Mall Advisors
January 15, 2019 HREPC Membership Meeting
Susan P. Rounds, JD, CPA, LL.M. AEP
November 13, 2018 HREPC Membership Meeting
Virginia Kilmer, Perpetual Care
September 24, 2018 HREPC Membership Meeting
Brandy Disbennett-Albrecht, Deputy Chief, Center of Excellence, Veterans Benefits, Virginia Department of Veterans Services
July 11, 2018 FPA of Hampton Roads & HREPC Summer Social
May 15, 2018 Annual Membership Meeting/Election of Officers
Jordon N. Rosen, CPA, AEP, Director, Estates & Trusts, Belfint-Lyons-Shuman
March 20, 2018 Membership Meeting
Charles Redstone, New York Life Insurance Company, Regional Sales Director, Retired
January 16, 2018 Membership Meeting
Daniel J. Durst, Attorney, Williams Mullen
November 28, 2017 Membership Meeting
Virginia Esposito, President & CEO of the National Center for Family Philanthropy
September 19, 2017 Membership Meeting
Elizabeth Leverage Hilles, JD, Senior Philanthropy Adviser, UVA Law School Foundation
May 16, 2017 Bankruptcy, Creditor Protection and Fraudulent Transfers in the Context of Estate and Financial Planning
Michael Markham, Esq., Partner Johnson, Pope, Bokor, Ruppel & Burns, LLP
March 21, 2017 Uniform Power of Appointment Act
Mark Cohen, Esq., Partner Cohen & Burnett PC
January 17, 2017 Forks in the Road: Possible Paths for the Economy
AMG Investment Group led by Michael D. Bergmann, Ph.D.
November 15, 2016 Recent Developments for Income Tax, Charitable Giving and IRA Arrangements
Bill Sanderson, Esq., Partner McGuire Woods
September 20, 2016 Helping to Secure Clients’ Retirement, Transforming Social Security into Winning Retirement Strategies
Rob Kron, Managing Director, BlackRock
May 17, 2016 The Changing Nature of Philanthropic Engagement
Andrew Watt, FInstF, President and CEO, Association of Fundrasining Professionals
May 12, 2016 Signature Event - Our Term Insurance Minefield
Jimmy Jacobs, CLU, ChFC
March 15, 2016 Releasing & Modifying Gift Restrictions
Heather Hays Lockerman, Senior Assistant Attorney General & Section Chief, Financial Law & Government Support Section, Office of the Attorney General
January 19, 2016 BDIT’s—Beneficiary Defective Inheritor’s Trust
Michael W. Halloran, CFP®, CLU®, ChFC®, AEP®, Northwestern Mutual Investment Services LLC
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!)
Clark B. McCleary, CLU®, ChFC®, AEP®
September 15, 2015 Affordable Care Act Readiness Checklist for Employers
John M. Peterson. Esq, Kaufman & Canoles P.C.
May 19, 2015 Art and Collectables: Managing as a Separate Asset Class
Colleen Boyle, Senior Vice President, National Sales Director, Pall Mall Art Advisors
March 17, 2015 Economic and Market Outlook
Bill Keller, Regional Investment Manager, Wells Fargo Wealth Management
January 20, 2015 The Best Planning Ideas for an Estate of 1 to 20 Million
John O'Grady, McGuire Woods
November 18, 2014 Generational Transfer of Wealth
Danielle Oristian York, Director of 21/64
September 16, 2014 Membership Meeting - Family Wealth: A Hard Look at the "Softer" Issues
Susan R. Schoenfeld, Wealth Legacy Advisors
May 20, 2014 Annual Membership Meeting - The Best Ideas for Charitable and Tax Planning
Stacy Eastland, Managing Director, Goldman & Sachs Co.
March 18, 2014 Membership Meeting - Recent Developments in Elder Law/Special Needs Planning
Bernard A. Krooks, J.D., CPA, CELA, AEP with Littman Krooks LLP
January 9, 2014 NEW DATE! Membership Meeting - Joint Meeting with Financial Service Providers
John Martin of the Boomer Project
November 19, 2013 Membership Meeting
Keith Curtis with The Curtis Group
January 15, 2013 Collaboration Among Estate Planning Professionals and Non-Profits
Steve Clark, Virginia Tech
November 20, 2012 Law Changes and Their Implications and Planning Opportunities
Ed Beckwith, Baker and Hostetler
September 18, 2012 IRA Minimum Distributions: What Really Happens After the Client Dies
Timothy H. Guare, Timothy H. Guare, PLC
May 15, 2012 Membership Meeting
Keith Klovee-Smith, Wells Fargo
March 20, 2012 Membership Meeting
Bryan CLontz, Charitable Solutions, LLC
February 21, 2012 Membership Meeting will still be held
Tonight's Speaker has cancelled due to illness
November 15, 2011 Membership Meeting
Dana Fitzsimmons, McGuire Woods
September 20, 2011 Membership Meeting
Steve R. Akers, JD AEP®, Bessemer Trust
May 17, 2011 Membership Meeting
Bruce F. McGuirk, CLU, ChFc, CFP, Regional Director, John Hancock Brokerage
March 15, 2011 Membership Meeting
Robin Ganzert, Ph.D., Deputy Director of Philanthropic Services, Pew Charitable Trusts
January 18, 2011 Membership Meeting
Keith Klovee-Smith, Senior Vice President & Natioal Manager, Wells Fargo Elder Services
November 9, 2010 Membership Meeting
Richard Herzberg, COO & Executive Vice President, TFA Benefits--A TowneBank Company
September 21, 2010 Membership Meeting
Joshua A. Hazelwood, JD, LLM, Vice President, MassMutual Financial Group
May 18, 2010 The Secondary Market for Life Insurance – The Next Generation
Steven Ruggieri, Coventry First
March 16, 2010 Fiduciary Liability Issues
Roger Pond, Fiduciary Education
January 19, 2010 Creative Uses of Charitable Remainder and Charitable Lead Trusts
Michelle McKinnon, McGuire Woods
November 17, 2009 The Uniform Power of Attorney Act
Katherine Ramsey, Hunton & Williams
September 22, 2009 Portfolio Income in Bear Markets
Dan Reilly, CIMA®, Managing Director, Regional Consultant, Thornburg Investment Management
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