Past Events

November 5, 2024 RVEPC November Meeting - What If Chuck Norris Taught Cybersecurity
Steve Wujek, TCDI
October 1, 2024 RVEPC October Meeting - Economics and Elections - Some Considerations and Food for Thought
Jeffrey Lewis, MBA, RR, CTP, CCM
September 19, 2024 New Member Rally and Networking Social
Social
March 5, 2024 RVEPC March Meeting - Trust Planning for Special Needs Individuals and Beneficiaries
Ann Green - Anderson, Desimone & Green, PC
February 6, 2024 RVEPC February Meeting - Life Settlements & Life Insurance Valuation Solutions for Estate and Tax Professionals
Jamie Mendelsohn, SVP, Ashar Group
December 6, 2023 RVEPC Holiday Social
November 7, 2023 RVEPC November Meeting - The Roadmap to a Transaction - Business Transition Planning
Brian Goodhart - Capstone Strategic
October 3, 2023 RVEPC October Meeting - SECURE Act 2.0
Timothy H. Guare, Esq.
May 2, 2023 RVEPC May Meeting - Spouse Social
Cabell Youell, Executive Director - Saint Francis Service Dogs
March 7, 2023 RVEPC March Meeting - Capital Market Update
Joseph Young, Sr. Director for the Mid-Atlantic Region of Mercer Advisors
February 7, 2023 RVEPC February Meeting - Strategic Use of Business Appraisals for Estate and Business Planning
Asif Charania - Partner, Valuation and Forensic Services; Greg Saunders - Sr Manager, Valuation and Forensic Services with Keiter
December 7, 2022 Holiday Social
November 1, 2022 RVEPC November Meeting - Inflation Reduction Act 2022 Tax Update
Jeff Barbour, Jim Pearman, Carter Brothers
October 4, 2022 RVEPC October Meeting - Medicaid and Incapacity Planning
Malcolm Brown
May 3, 2022 Spouse Social
Nicholas Conte - Carilion Clinic
March 1, 2022 What Happens to Social Media Content at Death
John Anstey and Lance Morgan
February 1, 2022 National/Regional Economic Update
Sonya Waddell
December 1, 2021 Holiday Social
November 2, 2021 Tax Update Panel Discussion
Jim Pearman, Carter Brothers and Jeff Barbour
October 5, 2021 Economy and Stock Market Update
Jim Beckett
May 4, 2021 RVEPC May Meeting/Social
Shaleen Powell with Roanoke Cultural Endowment and Nancy Gray
March 2, 2021 RVEPC March Virtual Meeting - An Economic Outlook
Brandon Brooks CFA with TCV Trust & Wealth Management
February 2, 2021 RVEPC February Virtual Meeting - What If Granny Wants to Gamble? Balancing Vulnerability and Autonomy in the Golden Years
Professor Emerita Mary F. Radford
November 3, 2020 RVEPC November Virtual Meeting - “’It’s Like Déjà Vu All Over Again’ - Valuing a Business in the Post-COVID-19 Pandemic Economy"
Harold Martin and Greg Saunders
October 6, 2020 RVEPC October Virtual Meeting - "Overview of New Tax Laws"
Rachel Votto
May 5, 2020 RVEPC May Meeting/Social
Shaleen Powell with Roanoke Cultural Endowment
March 3, 2020 RVEPC March Meeting - Drafting Under New Rules
Elie Foy with Womble Bond
February 4, 2020 RVEPC February Joint Meeting with RBA
Michele McKinnon
December 4, 2019 RVEPC Social Night at Mill Mountain Theatre
Mill Mountain Theatre
November 5, 2019 RVEPC November Meeting - Eyes Forward: Opportunities and Obstacles
Bill Keller with Wells Fargo
October 1, 2019 RVEPC October Joint Meeting with WVACGP - Tangible Assets in the 21st Century
Ken Farmer
May 7, 2019 RVEPC May Meeting - Tax Reform and Life Insurance Planning
Kevin W. Cox, Advanced Sales Consultant, Lincoln Financial
March 28, 2019 RVEPC Social Night
Mill Mountain Theatre
February 5, 2019 RVEPC February Meeting - Diminished Capacity and Elder Care
Ann Green, Esq. & Dr. David Trinkle, M.D.
December 5, 2018 RVEPC December Meeting - Fixing the Broken Trust
Stephen W. Murphy, Esq.
November 6, 2018 RVEPC Meeting - Tax Reform and Year End Planning Panel Discussion
Panel - Carter R. Brothers, Esq., Jim Pearman, CPA/PFS CFP; Jeff Barbour, CPA
October 2, 2018 Joint Meeting with RBA and WVACGP: Using Retirement Accounts for Charitable Giving
Timothy H. Guare, Esq.
October 2, 2018 RVEPC & RBA CLE Event: An important Tool in Your Estate Planning Toolbox: Advising on Making IRA Beneficiary Designations Before Death and Taking Minimum Distributions After Death
Timothy H. Guare, Esq.
May 1, 2018 RVEPC Annual Meeting/Spouses Night
Guests from the Roanoke Symphony
March 6, 2018 RVEPC Meeting - Estate Planning for Non-Traditional Families
Jeffrey B. Hassler, BB&T Wealth
February 6, 2018 RVEPC Meeting - Special Needs Trusts
Ron Feinman, Esq.
November 7, 2017 RVEPC Meeting - Hot Topics and Cold Reality: A Review of Recent Developments and Potential Wealth Transfer Tax Changes
Farhad Aghdami, Williams Mullen
November 7, 2017 RVEPC & Roanoke Bar Association CLE Event - Decanting Comes of Age
Farhad Aghdami, Williams Mullen
October 3, 2017 RVEPC Meeting - Captives: Protect what you've built, Preserve what you've earned and Pass More to Heirs
Patrick Long, River Oak Risk
May 2, 2017 RVEPC Annual Meeting / Spouses Night
Doug Blount, Roanoke County Director of Parks, Recreation and Tourism
March 7, 2017 RVEPC Meeting - Best Practices in Sustaining Wealth Across Generations and Managing the Impact
Jill Shipley, Managing Director, Abbot Downing
February 7, 2017 RVEPC Meeting - Selecting the Best Trust Situs
John G. Rocovich, Jr., Moss & Rocovich, P.C.
November 1, 2016 RVEPC & PPP of the Blue Ridge Joint Meeting - Charitable Planning Opportunities in the Current Tax and Economic Environment
Michele A. W. McKinnon, McGuireWoods LLP
November 1, 2016 RVEPC & Roanoke Bar Association CLE Event - How to Select the Right Charitable Donee: Public Charity, Donor Advised Fund, or Private Foundation
Michele A. W. McKinnon, McGuireWoods LLP
October 4, 2016 RVEPC Meeting - Valuation Discounts
Tim Morrison, Wells Fargo Bank, Business Advisory Services
May 3, 2016 RVEPC Annual Meeting / Spouses Night
Cyrus Pace, Executive Director, The Jefferson Center
March 1, 2016 RVEPC Meeting - "Tales from the Crypt"
Charles D. "Skip" Fox, IV
March 1, 2016 RVEPC & Roanoke Bar Association CLE Event - "Asset Protection Planning Basics"
Charles D. "Skip" Fox, IV
February 2, 2016 RVEPC Meeting - "The Global Economic Outlook"
Jay H. Bryson, Ph.D., Wells Fargo Securities, LLC
January 19, 2016 Social/Networking Gathering with Partnership for Philanthropic Planning of the Blue Ridge
November 3, 2015 RVEPC & BRPPP Joint Meeting - "News for Charities and their Donors"
J. William Gray, Jr., Hunton & Williams, LLP
November 3, 2015 RVEPC & Roanoke Bar Association CLE Event - "A Primer on Forming and Advising Nonprofits"
J. William Gray, Jr., Hunton & Williams, LLP
October 6, 2015 RVEPC Meeting - "Valuation Issues in Estate Planning"
Harold G. Martin, Jr.
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