2018 Schedule of Events

  • Wednesday, May 16, 2018
    8:00 – 10:00 AM REGISTRATION
    10:00 – 10:15 AM Opening Remarks
    Peterson, President 
    Fiduciary Education Foundation
    10:15 – 12:15 AM The Impact of the New Tax Act and Other Recent Developments
    Charles (Skip) D. Fox IV, Esquire
    McGuireWoods, LLP
    12:15 – 1:15 PM LUNCH – Sponsored by Team Risk
    1:15 – 2:15 PM Developments in Fiduciary Litigation
    Charles (Skip) D. Fox IV, Esquire
    McGuireWoods, LLP
    2:15 – 3:15 PM Ethical Considerations in Closely Held Businesses
    Charles (Skip) D. Fox IV, Esquire
    McGuireWoods, LLP
    3:15 – 3:30 PM BREAK – Sponsored by Infovisa
    3:30 – 4:30 PM Tax Reform
    Peter E. Shrift, CPA
    Sean Wonderling, CPA
    Catanese Group
    4:30 – 5:30 PM A Closer Look at the PA Pension System
    Karen Deklinski
    Public Employee Retirement Systems
    5:45 – 6:45 PM Cocktail Reception – Sponsored by Orrstown Financial Advisors
    6:45 PM When Does The Party End
    National & Regional Economic Update
    Malcolm E. Polley, CFA
    Stewart Capital Advisors, LLC
    Sponsored by FIS
    Thursday, May 17, 2018
    7:00 – 8:00 AM BREAKFAST – Sponsored by Reich & Tang
    8:00 – 9:00 AM Paying Caregivers: How You Become the Accidental Employer
    Sharon Novak

    Team Risk
    9:00 – 10:00 AM Medicare as Part of the Estate Plan
    William McKendrie
    Wesley Family Services
    10:00 – 10:15 AM BREAK – Sponsored by RIC
    10:15 – 11:15 AM Update on DOL Fiduciary Rule, ESG, meeting competitive challenges. Update on Robo-Advisors
    Eugene F. Maloney, Esquire
    Federated Investors, Inc.
    11:15 AM – 12:15 PM Economic Market Outlook: It All Depends on Your Time Horizon
    Linda A.Deussel, CFA, CPA, CFP
    Federated Investors, Inc.
    12:15  – 1:30 PM LUNCH
    Cordier Auctions
    1:30 – 2:30 PM Public Benefits & Long Term Care Financing
    Marielle Hazen, Esquire
    Hazen Law
    2:30 – 3:30 PM Unique Asset Valuation in IRA’s
    Patrick Alyward & Paul Hasenjager
    RIC
    3:30 – 3:45 PM BREAK – Sponsored by S&T Wealth Management
    3:45 – 4:45 PM Charitable Trust Issues
    Richard Caputo, Esquire
    Fox Rothschild
    Friday, May 18, 2018
    7:00 – 8:00 AM BREAKFAST – Sponsored by Broadridge Financial
    8:00 – 9:00 AM Asset Protection for Long Term Care Planning
    Lauren Cascino Presser, Esquire
    The Law Firm of Timothy Ayres
    BB&T
    9:00 – 10:00 AM Marketing to Millenials
    Renee Laychur
    FNB Wealth Management
    10:00 – 10:15 AM BREAK – Sponsored by AccuTech
    10:15 – 11:15 AM A Suite Deal – High End Estate Planning
    Doug Denardo, Esquire
    Rothman Gordan
    11:15 AM – 12:15 PM Special Needs Trust Issues
    Anthony Marone, Esquire
    McAndrews Law
    12:15 – 12:30 PM Closing Remarks
    Peterson, President
    Fiduciary Education Foundation