Past Events
December 3, 2024 |
- Farm Management Strategies – Caring For a Generational Asset 2024 Central IL Farmland Market Update
Eric Sarff, President, Murray Wise Associates, LLC |
October 22, 2024 |
How Life Insurance and LTC Fits into Your Clients Overall Estate Plan
Chris Wright |
September 26, 2024 |
Red Shield Symposium
Multiple |
June 11, 2024 |
Free Special Event and End of Year Social
Dan Belarmino |
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
TBD |
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
Panel |
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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