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Next Meeting:

Tuesday, October 28, 2025

Fall Private Luncheon at Pizza Lucé - Eden Prairie sponsored by Revere Auctions

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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

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

October 28, 2025

Fall Private Luncheon at Pizza Lucé - Eden Prairie sponsored by Revere Auctions

sponsored by Revere Auctions

See Event Details

November 20, 2025

Breakfast meeting: One Big Beautiful Bill

Gregory C. Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS

See Event Details

January 27, 2026

Virtual Morning Meeting

See Event Details

February 12, 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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