Past Events

September 22, 2025 PVEPC September 2025 Meeting
Mark J. Esposito and Stephen L. Sobey
June 3, 2025 PVEPC Annual Meeting and Business Succession Planning
Nathan Alexander, CPA CFP ®
April 17, 2025 PVEPC Spring 2025 Meeting: ESG Research Framework and Sustainable Investing
Andrew Bellak and Doug Wheat
January 16, 2025 PVEPC January 2025 Meeting: Mastering 2025 Tax Law Changes
Donna Yetter, CPA
September 24, 2024 Member Potpourri Meeting
Members Potpourri
May 14, 2024 PVEPC Annual Meeting and Key Planning Topics
Michael J. Simolo, JD
March 14, 2024 PVEPC March 2024 Meeting - Divorce Planning/Asset Splitting
Mark S. Ames, Hampshire County Probate Court Interim Register
January 11, 2024 PVEPC January 2024 Meeting - Secure 2.0 including QLAC changes
John F. O'Brien, New York Life
September 26, 2023 PVEPC September Meeting
Matthew F. Erskine, Attorney
June 8, 2023 PVEPC Annual Meeting / Panel Discussion on Elder Care
April 27, 2023 PVEPC Spring Meeting
TBD
January 12, 2023 PVEPC Winter Breakfast Meeting
Dan Eger, Tax Supervisor at Meyers Brothers Kalicka, P.C.
September 20, 2022 PVEPC September Meeting
TBD
June 14, 2022 PVEPC Annual Meeting
April 26, 2022 Planning for foreign nationals
Kathryn Wakefield, JD, CLU
March 8, 2022 PVEPC Spring Meeting
September 21, 2021 PVEPC 2021 Kickoff
TBD
June 3, 2021 PVEPC Annual Meeting
January 30, 2020 SECURE Act
Justin Brown, MassMutual Govt Relations
December 3, 2019 PVEPC Annual Kick-off
Hyman Darling, Esq.
May 2, 2019 May 2019 Potpourri Breakfast
Robert Zucker, MA, LCSW, FT
March 14, 2019 RESCHEDULED February 2019 Case Study Dinner (03/14/2019)
Open Forum
December 4, 2018 Gift and estate planning and the potential impact on the cost of college.
Adam Metsch, Certified Educational Planner
May 3, 2018 May 2018 Potpourri Breakfast
Open Forum
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