Past Events

November 14, 2019 November Dinner Meeting
Jim Barrett, Executive Director, Pisgah Legal Services
September 19, 2019 September Dinner Meeting
Panel Discussion on Guardianships and Estate Administration
June 12, 2019 April Dinner Meeting
January 24, 2019 January Dinner Meeting
November 15, 2018 November Dinner Meeting: TCJA Update
September 20, 2018 September Dinner Meeting: Charitable Planning Ideas with a Tax Reform Twist
Sheryl Aikman, VP Development, Community Foundation of WNC
September 24, 2015 LOSEPC September 2015 Dinner and Speaker
Tate Groome
February 26, 2015 LOSEPC February Meeting Changed
February 19, 2015 February LOSEPC Dinner and Speaker
November 20, 2014 LOSEPC November Meeting
John Markel and John Kelso
September 18, 2014 Joint Fall Meeting - LOSEPC and SFSP
Stuart G. Tugman, CLU, ChFC, AEP
April 24, 2014 Quarterly Meeting
February 20, 2014 Working With Widows
Kathleen Rehl
November 14, 2013 Quarterly Meeting
Harris Livingstain, Richard Kort
September 19, 2013 Joint Fall Meeting - LOSEPC and Blue Ridge Chapter, Society of Financial Professionals
Terence B. Stanaland, JD, ChFC, CPA
April 25, 2013 Spring Meeting
The Membership (and Guests)!
February 21, 2013 Quarterly Meeting
An Esteemed Panel of Colleagues
November 15, 2012 Quarterly Meeting
Alex Webb, JD, CPA, PFS
September 20, 2012 September Meeting: PACE
Tom Adkins, VP of Business Development for CarePartners
April 19, 2012 Spring Networking-palooza
February 16, 2012 Perspectives on North Korea
Steve Aceto, JD
November 17, 2011 Planning with Non-Traditional Families - Quarterly Meeting
Mary Hart, JD and Jill Franklin, CFP
October 27, 2011 Dinner with Warren Wilson College
Sandy Pfeiffer, President and other members of the Warren Wilson College family
September 22, 2011 Quarterly Meeting: Board Service and Fiduciary Duty: the New Rules of the Road
April 21, 2011 Whad'Ya Know? - LOSEPC edition
Lively Roundtable Discussions
February 17, 2011 Advance Care Planning: A Community Initiative
Panel from The North Carolina Center for Health and Aging
November 11, 2010 Observations From Both Sides of the Table - A Gift Planner Goes Back to the Dark Side
David Routh, Managing Director, Private Client Advisor at U.S. Trust, Bank of America Private Wealth
October 14, 2010 Private LaZoom Tour for LOSEPC
The Comics of LaZoom
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