Past Events

October 16, 2025 Talking Terminal – Bringing Comfort to Family Discussions at the End of Life
Ashley Agnew, CFT™, EOLD. Senior Wealth Advisor
September 24, 2025 Insights and Strategies for College Planning
Bill Smith of Scholar Fits and Matt Arey of Lebel & Harriman Retirement Advisors
June 12, 2025 MEPC Annual Meeting
Annual Membership Meeting
May 20, 2025 Powers of Attorney and Health Care Directives Panel Discussion
Miles Hunt, Thomas Marczak, Suzanne Rende & Colby Wallce
February 27, 2025 2025 MEPC Winter Social
Cam Peden, Chief People & Development Officer of United Way Southern Maine
January 30, 2025 Estate Planning Surprises: Navigating Maine's Elective Share Law for Blended Families
Greta Atchinson, Jana Magnuson & Jennifer L. Kruszewski
November 21, 2024 Demystifying AI and Cyber Security - Virtual Event
Matthew Witten, Vice President | Director of Information Security - Camden National Bank
October 24, 2024 Issues for Clients Moving To and From Maine
Panelists
September 19, 2024 Panel Discussion: Navigating Property Transfer and Family Dynamics
James Hopkinson, Meghan Myers, Anya Endsley, Nicholas Anania and Lane Mixer Melanson
June 13, 2024 Annual Meeting and Lunch
May 16, 2024 MEPC May Event at the Cumberland Club - Business Sale Planning
Joel Redmond (Key Family Wealth) and Erik Olson (BerryDunn)
February 29, 2024 Winter Social
February 13, 2024 Social Security: 2024 and Beyond (Virtual Meeting)
Elizabeth Newport
November 16, 2023 Legacy Conversations: The Value of Educating Clients About Ethical Wills and Letters of Wishes
Susan B. Turnbull of Personal Legacy Advisors, LLC (Joint MEPC and Maine Community Foundation Event)
October 19, 2023 Joint MEPC and CFA Society of Maine Event - Real Estate Investment, Estate Planning and Strategies
Expert Panel: Michael J. Neff (RM Davis), Bonnie Ball Wahrer (Pierce Atwood), Justin Lamontagne (Dunham Group), and Casey McCormack (Spinaker Trust)
September 21, 2023 Navigating International Estate Planning Issues
Ruth Mattson, Esq.
June 8, 2023 Annual Meeting and Lunch
May 18, 2023 Modern American Families and Estate Planning
JANENE OLEAGA, ESQ.
February 28, 2023 MEPC Meeting - Cost Basis of Assets
Barbara Wheaton, Esq. and Griffin Leschefske, Esq. (Pierce Atwood)
January 26, 2023 WINTER SOCIAL
November 17, 2022 MEPC November Meeting - Buy-Sell Agreements -Panel Discussion
D. Kelley Young, Esq. and Phil Harriman, CLU®, ChFC®
October 20, 2022 MEPC October Meeting - SECURE Act/Retirement Distributions Planning
Matie B. Little, Esq. (LeBlanc & Young)
September 15, 2022 MEPC September Meeting - What the Cool Kids are Doing in Estate Planning
Sam Donaldson
May 18, 2022 Digital Assets (Cryptocurrency and NFTs)--jointly presented with the CFA Society Maine
Eben Jose, Tony Alaimo, Bob Langworthy, Barbara Schlichtman
February 10, 2022 Forensic Accounting with Tiffany Couch, CPA/CFF, CFE
Tiffany Couch, CPA/CFF, CFE, Acuity Forensics
January 20, 2022 January Event--Understanding Medicare from A to D
Michael Mezansky
November 18, 2021 November Event--Strategic Roth Conversions
Derek T. Tharp, PhD, CFP, CLU
October 21, 2021 October Event--Fiduciary Issues in Trust Administration
Caitlin DiMillo, Lauren Epstein, and Alexander Latendresse
September 16, 2021 September Event--Advanced Gifting in 2021 and Beyond
Kelly Pelletier & Griffin Leschefske
June 30, 2021 2021 Annual Meeting
President Rebecca Burchill
May 13, 2021 Valuation in the Context of Exit, Transition & Succession Planning
Seth Webber, Principal, BerryDunn
January 14, 2021 MEPC January Meeting
Ben Dailey & Jim Cardosi
November 12, 2020 MEPC November Meeting
Natalie Choate, nationally known speaker and author of Life and Death Planning for Retirement Benefits
October 15, 2020 MEPC October event
Philip Harriman and Kerry Peabody
September 17, 2020 September event - MaineCare
Paul Shapiro, Carlin & Shapiro, P.A.
August 12, 2020 REMINDER - MECP August 12, 2020 Meeting
Martin Schenkman
June 18, 2020 CANCELED - MEPC Annual Meeting & BBQ
Annual Meeting & BBQ
May 21, 2020 CANCELED - MEPC Breakfast Meeting
February 27, 2020 MEPC Winter Social
Winter Social
February 12, 2020 MEPC Rescheduled Regular Meeting
Robert Clark
January 16, 2020 MEPC Regular Meeting
Robert Clark
December 10, 2019 MEPC Regular Meeting
Elder Care & Mediation - Panel
November 21, 2019 MEPC Dinner Meeting
Retirement Planning with Derek Tharp
October 17, 2019 MEPC Breakfast Meeting
Elder Care & Mediation - Panel
September 19, 2019 MEPC Regular Meeting
Tax Panel - TCJA
June 20, 2019 MEPC Annual Meeting & BBQ
Annual Meeting & BBQ
May 16, 2019 MEPC Breakfast Meeting
Maine Probate Code
February 28, 2019 MEPC Winter Social
Maine Community Foundation
January 17, 2019 MEPC Regular Meeting: Elder Abuse & Exploitation
Candice Simeoni & Denis Culley
November 15, 2018 MEPC Breakfast Meeting
Tax Cuts & Jobs Act - Panel Discussion
October 18, 2018 MEPC Dinner Meeting
Financial Planning Panel
September 20, 2018 MEPC Regular Meeting
John Raspante: Practice Management/Liability Insurance
June 21, 2018 MEPC - Annual Meeting & BBQ
May 17, 2018 MEPC - Breakfast
Fiduciary Administration Panel
February 28, 2018 MEPC - Winter Social
Brief Tax Update
January 18, 2018 MEPC - Dinner
David G. O'Neil, Story Trust
November 16, 2017 MEPC - Regular Meeting
Maine Revenue Services
October 19, 2017 MEPC - Breakfast
Jim Hopkinson & Rick Abbondanza
September 21, 2017 MEPC - Regular Meeting
Asset Valuation Panel
June 15, 2017 MEPC Annual Meeting and Barbeque
May 18, 2017 MEPC May 2017 Membership Meeting
Bryan Clontz
March 16, 2017 Maine Estate Planning Council March Membership Meeting
Panel
February 16, 2017 Maine Estate Planning Council - Winter Social
Dan Doiron, CPA
January 19, 2017 MEPC - January Membership Meeting 2017
Panel Discussion
November 17, 2016 Maine Estate Planning Council November Membership Meeting
Elizabeth McCandless and Sarah Coburn
October 20, 2016 October MEPC Membership Meeting
Sharron Eastman
September 15, 2016 MEPC September 2016 Membership Meeting
Panel Discussion
June 16, 2016 Maine Estate Planning Council Meeting & Barbeque
May 19, 2016 Membership Meeting
Panel Discussion - ESOPs
March 17, 2016 BREAKFAST MEETING / Cyber Security
Ande Smith
February 25, 2016 MEPC Membership Meeting: Social Security
Jody Harris, Social Security Consultant
February 2, 2016 Maine Estate Planning Council Winter Social
Dan Doiron, CPA
January 21, 2016 Membership Meeting - Fiduciary Administration
TBA
January 21, 2016 Maine Estate Planning Council January Meeting
Panel Discussion
November 19, 2015 Charitable Planning BREAKFAST MEETING
Jamie Forbes, Opus Advisors
October 15, 2015 Membership Meeting
Michael Panebianco, JD, LLM, AEP
September 17, 2015 Behavioral Finance
Michael Goldman
June 18, 2015 Annual Meeting and Barbeque
February 3, 2015 Winter Social
Dan Doiron
January 15, 2015 Investing For a Sustainable World
Paul Hilton
November 20, 2014 Clients with Diminished Capacity
Denis Culley, Esq. and Peter Baker, LMSW
October 16, 2014 Disability Insurance
Barry Lundquist
September 18, 2014 Building a Better Practice
Jane Honeck & Spencer Melnick
June 12, 2014 Annual Summer Meeting & BBQ
May 15, 2014 Family Dynamics
Dr. David Ray & Brian Eng
March 20, 2014 Taking Charge of your Health: Palliative and End of Life Care
Dr. Lauren Michalakes
February 27, 2014 The Uniform Prudent Investor Act, Modern Portfolio Theory & the Emergence of Alternative Investments
Timothy W. Woodhouse, JD, CPA
February 4, 2014 Winter Social
January 16, 2014 Maine Revenue Services Update
Dennis M. Doiron, Esq. & Heather O. Popadak, CPA
November 21, 2013 Valuation Issues in Estate & Gift Tax: The Current Landscape
Kenneth J. Pia, Jr., CPA, ABV, ASA, MCBA and Heidi P. Walker, CPA, ASA, ABV
October 17, 2013 Hybrid LTC/Life Insurance Policies
Jacen Work, CLTC
September 19, 2013 3.8% Net Investment Income Surtax: Impacts on Individuals, Estates & Trusts
Daniel P. Doiron, CPA, CVA and Maria A. Gwinn, CPA, MST
June 13, 2013 Annual Summer Meeting & Barbeque
May 7, 2013 Family and Charitable Planning with Retirement Accounts
Christopher R. Hoyt, Esq.
March 21, 2013 E-filing in the Maine Probate Courts
Judge Dana Hanley & panel from the Maine Probate Rules Advisory Committee
February 14, 2013 Estate Planning after 2012:Tales of Remorse, Rethinking and a Return to the Basics
Barbara Wheaton, Kurt Klebe and Amanda Rand
January 29, 2013 Winter Social & Fiscal Cliff Update
January 17, 2013 Alternative Investments Go Mainstream
Bartley Parker, CAIA, CFA
November 15, 2012 Special Needs Trusts
Patti Nelson-Reade & Kate Geoffroy
October 18, 2012 2012 Year-End Gifting
Nelson Toner, Esq., Robin Cyr, CPA, MST, JD, and Kathrine Rayne, Esq.
September 20, 2012 Family Governance
Tom Rogerson
June 14, 2012 MEPC Annual Meeting & Luncheon
June 14, 2012 Annual Summer Meeting & Luncheon
Comedienne Karen Morgan
May 17, 2012 Help! What Do I Say?
Amy Florian
March 15, 2012 Transferring the Family Vacation Home
Jere Doyle, BNY Mellon
February 16, 2012 LGBT Financial & Estate Planning Update
Richard James
January 19, 2012 The Benefits of Geriatric Care Management & Elder Mediation
Lisa Fuller & Ann Martin
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