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Tuesday, February 24, 2026

Virtual Morning Meeting: Heckerling Review

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Twin Cities Estate Planning Council

TWIN CITIES ESTATE PLANNING COUNCIL

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Leadership

President

Jonathan L Scharlau, CFA, CFP®
SilverOak Wealth Management
952-896-5703
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Programs

Susan F. Bullard
Lommen Abdo, P.A.
612-337-9543
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Programs

Rawia Maamoun, CFP®
Beacon Financial Group
612-361-2767
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Membership

James H Lannan
Morgan Stanley
6123406723
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Treasurer

Greg Carlson, CFP®, MBT, CDFA®, RICP®, CM&AA;, CPA/PFS
Boyum & Barenscheer
651-767-1628
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Director at Large

Shannon Law, ISA - Accredited Member, AM
Personal Property Solutions
763-913-2558
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Director at Large

Casey D. Marshall, JD
Bassford Remele
612-746-1090
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Director at Large

Byron Miller, SRA, RAA, MSSE, AI-RRS
BM Appraisals
612-822-5985
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Director at Large

Natalie A. Roberts
Monroe Moxness Berg
612-672-3626
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Administrator

Jessica Hawthorne
Office Connection
763-208-9119
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UPCOMING EVENTS

February 24, 2026

Virtual Morning Meeting: Heckerling Review

See Event Details

March 24, 2026

Breakfast Meeting

See Event Details

April 28, 2026

Breakfast Meeting

See Event Details

May 26, 2026

Networking Social "Connect Over Cocktails" Happy Hour

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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