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Would you like to become a CCEPC member?
Click here to register

If you would prefer to pay by check, please:

(a) print out and complete a dinner meeting sign-up form and

(b) mail a check [made payable to "CCEPC"] to:
CCEPC
28 West Market Street
West Chester, PA 19382

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CCEPC
28 West Market Street
West Chester, PA 19382
610-696-8211 (t)
610-696-8213 (f)
info@chescoepc.org
www.chescoepc.org

 

PAST MEETINGS...

CURRENT SEASON...
January 14, 2009: CCEPC Holiday Party
Sponsor: Gawthrop Greenwood, PC
September 17, 2009: Slicing and Dicing of Trustees Duties - When and How to Use Directed Trusts with Peter Gordon, Esq., Gordon, Fournaris & Mammarella
Sponsor: 
L. Robert Frame, Esq., Coldwell Banker Preferred
Information on speaker: Click here...
For program materials, Click here...

October 15, 2009:


Creating a Living Legacy with Ray Omholt, Legacy Profiles, Inc. Sponsor: Chester County Community Foundation
Information on Speaker:
The Hunt Magazine- Feature Article in September, 2007, By Lynn Williams:
 

Elusive memories. Ray Olmholt can help capture them before it's too late.

"Vikings Never Die."

This was, in any case, Ray E. Olmholt's theory. Like his Norse ancestors he was a conqueror; as an engineer, inventor and entrepreneur he had built a successful business designing and manufacturing floors for sports facilities. He held four dozen patents worldwide. In midlife, he had created a second career for himself as a litigation consultant to law firms and insurance companies. He had an uncanny ability to make money. And he was the possessor of what he calls now "a show-off kind of memory."

 

"When I was 60, I thought I would live another 200 years," he offers with a laugh. At that age, everything changed. While visiting his children in San Francisco in 1990, he suffered a brain aneurism, and nearly died. As a consequence, both his steel-trap memory and his sense of personal invulnerability were badly damaged. Shortly thereafter, his marriage dissolved. The whole experience altered his life... but in ways he did not necessarily expect.

 

"A near-death experience is a phenomenal asset," he says now. "It was the best thing that ever happened to me. The most painful, but the best." Continued...


November 19, 2009:


Topic:
Effective Use of Delaware Trust Law for Personal Trusts with Tom Forrest, Personal Trust Services Division, Charles Schwab Bank

Sponsor: Lou Horvath, Intervention Associates

Information on Speaker: Click here...
Please note: Printable materials are available here. Handouts will not be provided at this meeting.


2008-2009 SEASON...

SEPTEMBER 18, 2008:

Strategic Positioning of the Family Business & Wealth
with Mark Hasenauer & Joseph Fahey of Wachovia
Sponsor: Wachovia Trust of Pennsylvania
For program materials, Click here...

OCTOBER 23, 2008
:

Psychology of Investing
with Lynn Mander, First National Bank of Chester County
Sponsor: Fisher Cunnane
For program materials, Click here...

NOVEMBER 20, 2008:

Current Issues, Trends and Perspectives with The Honorable Paula Ott, President Judge of the Court of Common Pleas
Sponsor: Gawthrop Greenwood, PC

January 22, 2009:

CCEPC Holiday Reception
Sponsor: Penn State Great Valley

FEBRUARY 26, 2009:

Past-President's Dinner
All Past CCEPC Presidents are invited.
Estate Planning with Alternative IRA Strategies with Carl Fisher of Entrust Sponsor: Ruggiero Law Offices | Program Materials

MARCH 26, 2009:

Economic Outlook
with Herb Taylor of Federal Reserve Bank of Philadelphia Sponsor: First National Wealth Management

April 23, 2009:

Antique Road Show: Appraisal Issues with Nick Vandekar
Sponsor: Browyn L. Martin, MBA, CFS, CRPC, CMFC, Ameriprise Financial Services, Inc.