Past Events

April 30, 2024 Annual Roundtable Discussions
Hosted Table Discussions
February 20, 2024 Tales and Lessons Learned From Operating a Client Service Business
L. Kaye Dent, JD; Jacob Kuebler, CFP®, EA; Kim Martin, CPA
January 23, 2024 How AI is Affecting Financial Planning
Craig Lemoine, PhD, CFP®
December 5, 2023 Gift and Estate Tax Issues/Opportunities
Chris Korban, CPA and John Richmann, EA
October 24, 2023 Opportunities for Generosity: Leveraging Your Clients' Special Circumstances
Shari Fox, CAP®
September 27, 2023 The Red Shield Symposium
Samuel A. Donaldson, JD, LLM; Pamela Jones Davidson, JD; Philip M. Purcell, JD
August 31, 2023 Seasonal Kick-Off Social
June 21, 2023 EIEPC 2023 Fiscal Year-End Social
April 25, 2023 Required Minimum Distributions (IRS Proposed Regs)
Chuck LeFebvre
February 28, 2023 Estate Planning For Modern Families
Wendy Goffe and Kim Kamin
January 24, 2023 Secure Act 2.0
Moderator: Angel Wawrzynek
November 29, 2022 College Contributions / Savings
Heidi King of College Inside Track
October 20, 2022 EIEPC Hosts: Red Shield Symposium
September 27, 2022 Charitable Giving: From the Third Side of the Table
Dave Sternberg of Loring Sternberg and Associates
August 16, 2022 2022-2023 Kick-Off Social
June 2, 2022 EIEPC Fiscal Year-End Social
April 19, 2022 Generational differences in estate planning and succession planning
Brooke Didier Starks, Meyer Capel
February 15, 2022 Estate Planning from the Inside Out – exploring the psychology of working with clients in the midst of life transition
Daly Andersson, Tenet Wealth Partners
January 18, 2022 Roundtable Discussion - Current Events
November 16, 2021 Drafting and Administering Special Needs Trusts
Angelica W. Wawrzynek & Sherry Hawkins
October 19, 2021 Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
September 29, 2021 Red Shield Symposium
Ann Burns & Samuel A. Donaldson
May 11, 2021 Financial Planning: An Overview (virtual meeting)
Josh Cutler of Bluestem Financial Advisors, LLC
February 16, 2021 Drafting and Amending Trusts Under the IL Trust Code (virtual meeting)
Chuck LeFebvre
January 19, 2021 Economic Forecast (virtual meeting)
Patrick Masso, CFA, VP of Investments at Heartland Bank
February 11, 2020 SECURE Act Planning: Round-Table Discussion
Round-Table Discussion
January 14, 2020 EIEPC: Trust Income: Accounting vs Tax Reporting?
Carrie Jassman, CPA
November 12, 2019 EIEPC: Upcoming Changes to IL Trust Law
Forrest Heyman
October 15, 2019 EIEPC Hosts: The Red Shield Symposium
Presented by: Salvation Army
September 10, 2019 EIEPC Luncheon: "Behavioral Finance: Is it rational or irrational?"
Kit Mac Nee, CFP® CRPC®
May 2, 2017 EIEPC: Pension, SURS and Social Security
March 7, 2017 EIEPC: Estate Planning with Blended Families
Brooke Starks
February 7, 2017 EIEPC: Succession Planning
Lorraine Cavataio
September 21, 2016 THE ANNUAL ESTATE PLANNING CHECKUP: Is your client’s estate plan healthy enough to pass its annual exam?
WEBINAR Ann B. Burns and Samuel A. Donaldson
May 3, 2016 Business Succession & Multi-Generational Planning
March 9, 2016 Life Insurance as an Asset Class
Richard M. Weber, MBA, CLU®, AEP®
March 4, 2016 CFP Board's Business Update Webinar
Mike Greene, CFP®,
March 1, 2016 Planning for Special Needs Clients - Pitfalls & Opportunities
Michael Walther, President, Oak Wealth Advisors (Deerfield, IL)
February 10, 2016 Business Succession Planning
Louis A. Mezzullo, JD, AEP® (Distinguished)
February 9, 2016 Common Tax Strategies Missed
Karl Appelquist, Partner; Shawna Barbee; CliftonLarsonAllen
November 10, 2015 Planning for the Unexpected: Life Transitions, Aging and Estate Planning in the Digital Age
Lorraine Cavataio, (Sandberg Phoenix) Deb Reardanz (President/CEO Clark Lindsey)
October 20, 2015 Building Client Relationships on Social Media: Positioning Your Brand For Success
George Krueger & Mary-Lynn Foster BIGG Success
May 20, 2014 ESOPs and Estate Planning: An Integrated Approach
Kelly O. Finnell
March 25, 2014 Selecting/Changing Trust Situs - Hazards, Roadblocks & Speed traps
Thomas M. Forrest
February 4, 2014 The Good, the Bad, and the Ugly of Annuities
Joshua Liebolt of RiverSource Annuities
November 12, 2013 The Affordable Care Act
Jeff Schaffer and Robert Porter
October 18, 2013 Joint Session with the Association of Fundraising Professionals
September 25, 2013 What's Hot and What's Not: The Changing Climate of Estate and Charitable Giving
Ann Burns and Kathryn Miree
May 14, 2013 The Long Goodbye
Stephanie Miller with The Hartford Mutual Funds
March 12, 2013 Guns, Booze, Nudes and Other Hard to Value Assets
Grace Noell, Account Executive with Leslie Hindman Auctioneers
February 12, 2013 The Uniform Prudent Investor Act (UPIA) and Trust-Owned Life Insurance
Gary L. Flotron, CLU, ChFC, MBA, AEP
November 27, 2012 Current Trends and Specific Changes in Fiduciary Laws and Standards
Fran DeMaris, Instructor of the Cannon Financial Institute
October 23, 2012 Special Needs Trusts
John Lafond, J.D.
September 19, 2012 Navigating the Winding Road
Ann Burns & Lawrence Katzenstein
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