Past Events

June 30, 2019 Post-Event Registration - 48th Annual Seminar
May 15, 2019 Mini-Seminar
Scott Schiefelbein, a Managing Director, Deloitte
March 6, 2019 Mini-Seminar
Timothy A. Kalberg and Vanessa Sturgeon
February 1, 2019 48th Annual Estate Planning Seminar
February 1, 2019 ADDITIONAL REGISTRATION FEE (Seminar)
February 1, 2019 Annual Seminar Sponsorship
January 24, 2019 Annual Members' Dinner
November 7, 2018 Mini-Seminar
Larry J. Brant
September 19, 2018 Mini-Seminar
Warren Baker
May 16, 2018 Mini-Seminar
Wendy Goffe
March 14, 2018 Mini-Seminar
Debra Estrem, Deloitte
February 9, 2018 47th Estate Planning Seminar
December 31, 2017 2017 Annual Estate Planning Seminar - Written Materials
December 31, 2017 Annual Seminar Materials
November 15, 2017 Mini-Seminar
Frances Zeman, Shirley M. Sanders, and John V. Henley
October 24, 2017 Young Professionals Event
Panel
September 20, 2017 Mini-Seminar
Paul Yates and Joshua Husbands
May 17, 2017 Mini-Seminar
Max Williams
March 15, 2017 Mini-Seminar
Prof. Lawrence A. Frolik
February 8, 2017 Annual Members' Meeting
January 20, 2017 46th Annual Estate Planning Seminar
December 31, 2016 2016 Annual Seminar Speaker Materials
November 16, 2016 Mini-Seminar
Laura H. Peebles
November 2, 2016 Young Professionals in Estate Planning
Panel Discussion
September 21, 2016 Mini-Seminar
Susan N.. Gary
May 18, 2016 Mini-Seminar
Keith Schiller
March 9, 2016 Mini-Seminar
Victoria Blachly
February 17, 2016 Annual Members' Meeting
February 5, 2016 45th Annual Estate Planning Seminar
February 5, 2016 Annual Seminar Sponsorship
December 31, 2015 2015 Annual Seminar Speaker Materials
November 18, 2015 Mini-Seminar
Kevin H. Rogers
September 23, 2015 Mini-Seminar
Shawn Wolf of Packman, Neuwahl & Rosenberg, P.A.
May 13, 2015 Mini-Seminar: Creative GRAT Structures and RPM Trusts
David A. Handler, Esq.
March 18, 2015 Mini-Seminar: "Politics, Elections and Policy; Observations in the New Congress: A Tax Legislative Update"
Jeff Kummer
February 19, 2015 Annual Meeting and Dinner
January 30, 2015 Forty-Fourth Annual Seminar
November 19, 2014 Their future - your future: Growing the next generation of estate planners
Panel discussion
September 17, 2014 Mini-Seminar: "Digital Death"
Holly Isdale
May 14, 2014 Mini-Seminar: "Estate Planning for Retirement Benefits"
Michael J. Jones, CPA
View Current Events