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Next Meeting:

Tuesday, March 28, 2023

Breakfast meeting: Hotel Minnesota - Residency and Relocation.

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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
Meagher + Geer, P.L.L.P law firm
612-337-9543
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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

Kathleen L Kuehl, JD
Bridgeview Legal Advisors, PLLC
612-221-7008
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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

Byron Miller, SRA, RAA, MSSE, AI-RRS
BM Appraisals
612-822-5985
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Administrator

Jessica Hawthorne
Office Connection
763-208-9119
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UPCOMING EVENTS

March 28, 2023

Breakfast meeting: Hotel Minnesota - Residency and Relocation.

Matt Shea

See Event Details

April 25, 2023

Breakfast meeting: Guardianship/Conservatorship Issues

Eric Jonsgaard

See Event Details

May 23, 2023

Breakfast Meeting

Leonard Segal

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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