Past Events

May 21, 2020 Behavioral Finance: Which is it Rational & Efficient or Irrational and Inefficient?"
Mary “Kit” Mac Nee, CFP, AEP
January 31, 2020 Impact of the SECURE Act
Bryan Jamison
November 19, 2019 Smart Estate Planning with the Use of a Donor Advised Fund
Mark Utz & Denise Kelly
September 24, 2019 Welcome Happy Hour (Bring a Colleague!)
June 25, 2019 2019 Current Developments & Planning Tips
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
April 30, 2019 Planning with Digital Assets
Lawrence J. Macklin, Esq., CPA, AEP®
February 26, 2019 Donor Advised Funds: Your $110 Billion Best Friend
Dana Holt, JD AEP®
January 23, 2019 53rd Annual Heckerling Institute Update
Carol Warley, Partner
November 1, 2018 Farmland Retention
Tim Penny, Jennifer Nelson
October 17, 2018 REPC Social
October 16, 2018 Salvation Army - Red Shield Symposium
Charles Redd
September 20, 2018 Webinar: The Multidisciplinary Team Approach to Estate Planning
S. Mark Alton, Theodore Kurlowicz, Blake Melton, John A. Warnick and Moderator John T. Midgett
View Current Events