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Next Meeting:

Thursday, November 19, 2026

Breakfast Meeting: Tax Update – What’s New in 2026 and What to Expect in 2027

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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®, CDFA®
Beacon Financial Group
952-277-4265
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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

November 19, 2026

Breakfast Meeting: Tax Update – What’s New in 2026 and What to Expect in 2027

Greg Carlson CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS

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National Association of Estate Planners & Councils

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