Past Events

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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