TWIN CITIES ESTATE PLANNING COUNCIL

September 23, 2025

Breakfast meeting: Ethical and Practical Considerations When Working with Incapacitated Clients

Aram Desteian | Dena DeGroat, CLTC®, FIC | Christopher Smith CFP®, CLTC® | Kyle Playford, CFP®, CEPA | Nate Danielson, CTFA – Moderator: Natalie A Roberts, J.D., LL.M. in Taxation

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October 28, 2025

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

sponsored by Revere Auctions

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November 20, 2025

Breakfast meeting: Tax Update with Greg Carlson

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

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January 27, 2026

Virtual Morning Meeting

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