| November 19, 2024 |
Secure Act 2.0
Mark Huffman, CFP |
| September 17, 2024 |
Navigating Medicare Plans
Michael Rakestraw, MBA |
| March 12, 2024 |
Business Exit Planning - Capturing the Value of your Business
Ed Barone |
| January 9, 2024 |
Northcentral EPC Annual Meeting
Susan P. Rounds - Deutsche Bank Wealth Management |
| September 20, 2023 |
1031 Exchange and Delaware Statutory Trusts
Gaston Escudero III |
| May 11, 2023 |
Secure Act 2.0 Presentation
Leslie Geller |
| January 25, 2023 |
Annual Meeting
John Schaffer with Estate Design Law |
| November 29, 2022 |
Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster |
| October 26, 2022 |
Preserving Family Values by Encouraging Social and Fiscal Responsibility with Modern Trust Structure
Al W. King III, J.D., L.L.M, AEP, TEP |
| September 27, 2022 |
An Overview of Planning and Issue-Spotting for Multinational Individuals and Families
Alexander A. Bove, Jr., Esq. and Karen L. Witherell, Esq. |
| June 28, 2022 |
Do’s & Don’ts of Estate Planning for Millennials
Christine S. Wakeman, JD |
| March 29, 2022 |
Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire)
Paul S. Lee, JD, LLC (taxation) |
| January 25, 2022 |
Northcentral EPC Annual Meeting
|
| December 16, 2021 |
Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP® |
| November 18, 2021 |
The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD |
| October 21, 2021 |
"Charitable Approaches & Financial Planning Techniques for High Net-Worth Clients'
Ginger Fuller Mlakar, JD, CPA, AEP® |
| September 28, 2021 |
Panel Discussion on "Year End Estate Tax & Financial Planning"
|
| April 1, 2021 |
Methods to Fund Buy-Sell Agreements
James S. Aussem, JD, AEP® |
| February 23, 2021 |
Northcentral EPC Hosts Mike Gregory
Michael Gregory, author |
| January 26, 2021 |
Northcentral EPC Annual Meeting
|
| January 20, 2021 |
January Board Meeting
|
| November 17, 2020 |
North Central EPC Hosts Bill Boersman
|
| August 25, 2020 |
North Central EPC Hosts a Chapter Meeting Social
|
| July 28, 2020 |
North Central EPC Hosts Behavioral Finance
Kit Mac Nee, CFP®, CRPC®, AEP® |
| June 23, 2020 |
Northcentral EPC Hosts Online Signing & Notarization of Estate Planning Documents
Timothy Reiniger |
|
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