"Coming Back to Reality"

Agenda
4:15 p.m. – 4:45 p.m. Registration
4:45 p.m. – 5:00 p.m. Council Remarks/Annual Meeting/Election
5:00 p.m. – 6:00 p.m. Presentation
6:00 p.m. – 8:00 p.m. Cocktail Reception

PROGRAM OVERVIEW

One word that sums up the last few years would be “unprecedented”. The longest economic recovery on record came to an abrupt close in early 2020 as fear of COVID-19 led to mandated shutdowns that wrought havoc on the U.S. economy. What followed was the steepest, shortest recession in history, leading to extraordinary fiscal and monetary interventions that created an economy on steroids. Are the tides turning? Has the stimulus worn off? Is inflation in the rearview mirror? Strider will help put the current state of affairs in perspective and also show why the next 10 years could be some of the best ever.

Speaker:

Strider Elass is Senior Economist and part of the First Trust Economics Team that Bloomberg has consistently ranked as one of the top forecasters of the U.S. economy over the past decade plus.

At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries, and building content. In 2022, The First Trust Economic Team was rated the Most Accurate Economic Forecasters in the United States by Consensus Economics. The team also won multiple Gold Medals from Financial Advisor IQ in both 2020 and 2021 for Macro Commentary, overall content, and commentary and was also rated 2nd for Thought Leadership by Fuse Research. The First Trust Economics Team has been awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics over multiple years for accurate home price predictions. In 2017, First Trust’s thought leadership material was ranked as number one for most read and most shared by financial professionals with colleagues or clients in the “Top 10 Financial Providers for Thought Leadership Activity.” Strider was instrumental in researching for the book, It’s Not As Bad As You Think, published in 2009 by First Trust’s Chief Economist, Brian Wesbury. Strider’s contribution to the team’s success goes beyond his research responsibilities. He is also a highly sought-after speaker and regularly presents at broker and retail events across the country and abroad, sharing his expertise with a wide audience.

1.0 Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

Parking Information:

Walkers: Enter at the Winter Street entrance doors, and make a left into the building to the Franklin Theater.

Drivers: The parking fee in the Franklin Institute parking deck is $25. From the deck, press the "Ticketing" on the elevator to the main entrance of the museum. Then proceed across the Atrium, pass the Atrium Cafe and take the elevators to the 1st Floor.

Estate planning professionals in the Greater Philadelphia area are invited to join us for a happy hour for several of the regional estate planning councils in the area:

• Bucks County Estate Planning Council
• Chester County Estate Planning Council
• Delaware County Estate Planning Council
• Estate and Financial Planning Council of Southern New Jersey
• Montgomery Estate Planning Council
• Estate Planning Council of Delaware
• Philadelphia Estate Planning Council
  

This is a great opportunity to meet your counterparts from other areas of the region and broaden your network.

The $40 registration fee includes appetizers and networking.  Cash bar available for drinks.

Sponsorships are available for $750 per company and include four tickets to the event, plus recognition on signage at the event and on event promotion.  

Space is limited for this event, so please be sure to register early!

Join the Philadelphia Estate Planning Council on Monday, July 14th for our 28th Annual Golf, Tennis & Yoga Outing. The outing is one of the council's most popular events and often sells out completely.

This year, the golf, tennis and yoga outings will all take place at the same location - Manufacturer's Golf & Country Club in Fort Washington, PA.

OUTING AGENDA
Golf Registration: 10:30 a.m. - 12:00 p.m.
Lunch Buffet: 11:15 a.m. - 12:30 p.m. 
Golf Tee Time: 12:00 p.m.
Tennis Round Robin: 1:30 p.m. - 4:00 p.m.
Yoga Class:  3:00 p.m. - 4:15 p.m.
Cocktail Reception & Dinner Buffet : 5:00 p.m. - 7:30 p.m.

GOLF INFORMATION: Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. The outing will be a shamble format. 

Single Golfer: $325 
Includes golf, gift, lunch buffet, cocktail reception and dinner buffet

Foursome: $1,300
One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet

Hole Sponsor with Corporate Foursome: $1,600
One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.

TENNIS INFORMATION: This year's outing will be held at Manufacturers' Golf & Country Club  Registration includes a tennis clinic and round robin tournament.  Lunch is not included in the tennis registration fee.  Appropriate racquets apparel and footwear are acceptable in the racquets area and facilities.

Tennis Registration Fee: $100
Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club.  Does not include lunch.

YOGA INFORMATION: Join us for a 75 minute outdoor yoga class. This class is designed to accommodate all levels and abilities. You will experience a variety of postures, expand on alignment principles and learn modifications as needed, no experience with yoga necessary. Please bring your own yoga mat.  Following the class, participants will have time to use the locker rooms at the golf club prior to the cocktail reception.  

Yoga Registration Fee: $75
Includes yoga, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club.  Does not include lunch.

DINNER ONLY INFORMATION: The dinner only registration includes the cocktail reception and dinner buffet at Manufacturers' Golf & Country Club.  Participants can expect to enjoy ample food and an open bar!

Reception Only Fee: $75
Includes cocktail reception and buffet.

The Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. PEPC annual golf, tennis and yoga outing attracts over 120 estate planning professionals in the Philadelphia region.

Available Sponsorships & Benefits

Event Sponsor (limited to 4) - $1,000 

• Company logo on all event promotion (flyers, email blasts, website).
• Link to your company website from all email promotion and the PEPC website.
• Verbal acknowledgement at event during cocktail reception.
• Signage at the event with your company logo.
• $100 discount on a foursome registration

Hole Sponsor with Foursome - $1,600

• Signage at a designated hole with your company logo.
• Foursome to include golf, gift, lunch and cocktail reception for four golfers.

Hole Sponsor - $350 

• Signage at a designated hole with your company logo.
  

Drink Station Sponsor - $350

• Signage at a drink station with your company logo.
  

Tennis Sponsor - $350

• Signage at the tennis courts with your company logo.
  

Yoga Sponsor - $350

• Signage at the yoga class with your company logo.

Outing Agenda

Golf Registration: 10:00 a.m. - 12:00 p.m.
Golf Tee Time: 12:00 p.m.
Tennis Round Robin: 1:00 p.m. - 3:30 p.m.
Yoga Class:  3:00 p.m. - 4:15 p.m.
Cocktail Reception & Dinner Buffet: 5:00 p.m. - 7:30 p.m.