Past Events

September 20, 2023 Mini-Seminar: The Life of Life Insurance Policy
Adam Clough and Art Scevola
May 17, 2023 Mini-Seminar: Economic Update
Steve Scranton
March 15, 2023 Mini-Seminar: 21 Ideas for Distributing Capital Gains from Trusts
Clint Bentz
February 22, 2023 Annual Members Meeting & Dinner
February 3, 2023 Annual Seminar
November 16, 2022 Mini-Seminar & Dinner
Paul Lee
November 15, 2022 Eugene Estate Planning Council - "Estate Planning for Retirement Benefit under SECURE and the Proposed Regulations"
Natalie Choate
September 21, 2022 Mini-Seminar with Max Williams
Max Williams
May 18, 2022 Mini-Seminar with Joshua E. Husbands
Joshua E. Husbands
March 16, 2022 Mini-Seminar with W. Peter Sommerfeld
W. Peter Sommerfeld
February 4, 2022 Annual Estate Planning Seminar
September 15, 2021 Mini-Seminar
Alisha Langford, ChSNC
May 19, 2021 Mini-Seminar
Amy Grossman and Colby Bircher, Fidelity Charitable
March 17, 2021 Mini-Seminar
Scott Schiefelbein, Washington National Tax | Multistate Tax Group Managing Director | Deloitte Tax LLP
February 5, 2021 Annual Membership Meeting - Noon following Annual Seminar (Advanced Registration Required)
February 5, 2021 50th Annual Estate Planning Seminar - Day 2
See below
February 4, 2021 50th Annual Estate Planning Seminar - Day 1
See below
November 18, 2020 Mini-Seminar
Lawrence P. Katzenstein
September 9, 2020 Mini-Seminar
George Hosfield, CFA & Ralph Cole, CFA of Ferguson Wellman Capital Management
May 13, 2020 Mini-Seminar - CANCELLED
TBD
March 11, 2020 Mini-Seminar
Barry D. Flagg, CFP(r), CLU, ChFC, GFS(r)
February 12, 2020 Annual Dinner Meeting
January 24, 2020 49th ANNUAL ESTATE PLANNING SEMINAR
December 31, 2019 48th Annual Estate Planning Seminar Materials
December 31, 2019 48th Annual Estate Planning Seminar - Order Written Materials
December 31, 2019 Post-Event Registration (Mini-Seminar)
November 20, 2019 Mini-Seminar
Julia Reed (Schwab Charitable) and Max Williams (OCF)
September 18, 2019 Mini-Seminar
Carol Cantrell
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 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
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