Past Events

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