11th Annual Financial "Four"um 2019 | Estate Planing Seminar | 30 October 2019 | DoubleTree by Hilton Hotel Pittsburgh - Cranberry, 910 Sheraton Dr, Mars, PA 16046, USA
Venue
DoubleTree by Hilton Hotel Pittsburgh - Cranberry
DoubleTree by Hilton Hotel Pittsburgh - Cranberry, 910 Sheraton Dr, Mars, PA 16046, USA
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| Event Date | Wed Oct 30 EDT (about 5 years ago) |
| Location |
DoubleTree by Hilton Hotel Pittsburgh - Cranberry
910 Sheraton Dr, Mars, PA 16046, USA |
| Region | Americas |
Details
EPC-Pittsburgh is the affiliated Estate Planning Council of the National Association of Estate Planners & Councils (NAEPC). Our organization is focused on establishing and monitoring the highest professional and educational standards and fosters public awareness of the quality services rendered by professionals who meet these standards. The EPC-Pittsburgh and the NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning.
Speakers
2019 Speakers
Dr. Brad Klontz
Psy.D., CFP
Julian E. Gray
Lawyer, Esq.
Amanda L. Priebe
CFP, MSCP - PNC Wealth Management
Malcolm E. Polley
CFA - Stewart Capital Advisors, LLP
David J. Pieton
CPA, ASA - CliftonLarsonAllen, LLP *EPC Member
Jacquelyn E. Connell
Esquire - ACHIEVA Family Trust
Julia Kramer
CDFA, FSB - Iaso Consulting
Venietia Robinson
M.A. MFT - Mount Ararat Baptist Church
Gail Buckner
CFP, CRPS, AIF, MS, Financial Planning - Franklin Templeton
David A. Vanderaar
CFE - Retired Corporal, PA State Police
Mike Baker
LTC - Ritter Insurance Marketing
Patty Kreamer
CPO and Michelle Donovan - Productivity Uncorked, LLC
Kathleen A. Stewart
JD, AIF - BNY Mellon Wealth Management *EPC Member
Kyle Bruchmiller
Hines Securities, Inc.
Paul J. Brahim
CFP, AIFA - BPU Investment Management, Inc.
Patricia Hanson
MS, LPC, NCC, CLCP - IKOR of Western PA *EPC Member and President
Chris Wiles
CFA - Wiles Wealth Consulting
Sponsors & Partners
2019 Sponsors
• BNY Mellon Wealth Management
• BPU Investment Management, Inc.
• Chubb
• CLASP Collaborative Law Association of Southwestern Pennsylvania
• Coghill Investment Strategies
• DPL Financial Partners
• Dunbar, Bender & Zapf
• Duncan Financial Group
• Hines Securities
• IKOR of Western PA
• MassMutual Pittsburgh
• Nationwide Advisory Services
• Osterweis Capital
• Productivity Uncorked
• Ritter Insurance Marketing
• Smithfield Trust Company
• TD Ameritrade Institutional
• The Brokers Source, Ltd.
• True North Networks, LLC
• Underwriters Brokerage Service
• Chubb
• Simpson & McCrady
COUNCIL SPONSORS:
• IBC
• Principal