Past Events
May 17, 2023 |
Mini-Seminar featuring Steve Scranton
Steve Scranton |
March 15, 2023 |
Mini-Seminar
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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