Past Events

October 22, 2019 Breakfast Meeting: Minnesota Legislative Update
Peter Brickwedde and John Huot
September 17, 2019 AFTERNOON Meeting & Social: College Planning
Cozy Wittman
May 21, 2019 AFTERNOON Meeting & Social: Planning for Stranger Things
Don Estes
April 23, 2019 Breakfast Meeting: Navigating gender, stereotypes and biases as we advise the rising generation
Jill Shipley
March 26, 2019 Breakfast Meeting: Life After Business: Helping Owners of Family Businesses Successfully Transition Both Their Companies and Themselves
Chris Cuneo, Julie Keyes, CEPA and Scott Schneidermann, CFP®
February 26, 2019 Breakfast Meeting: Heckerling Review
Greg Carlson, Eric Joranson, Kate Maier
January 22, 2019 Breakfast Meeting: Tax Considerations in Business Transition Planning
Thomas Dougherty and Greg Carlson
November 27, 2018 Breakfast Meeting: Valuations
Byron Miller and Shannon Law
October 23, 2018 Breakfast Meeting: Planning for the new tax changes
Tom LaQua
October 2, 2018 Evening Meeting: Back to The Basics of Medicare
Christy Namvar
May 15, 2018 JOINT Afternoon Networking Meeting - Triggering Owner Action: Moving a Marketplace
Scott Snider
April 24, 2018 Breakfast Meeting: Will Your Clients Outlive Their Life Insurance Coverage?
Aaron Hanson
March 27, 2018 Lunch Meeting: Cabin Succession Planning
Ruthanne Hedstrom Vos, Attorney at Law
March 26, 2018 Breakfast Meeting: Exit Planning / Family Business
February 27, 2018 Breakfast Meeting: Heckerling Institute on Estate Planning Review
Samantha Heaton
January 18, 2018 JOINT Lunch Meeting: The Technology Catalyst: Innovation in the insurance industry and how it will impact your clients
Jeremy Hallett
November 28, 2017 Breakfast Meeting: Update on Health Care Markets
Allison Kraus
October 24, 2017 Lunch Meeting: Mindfulness: Stress Reduction and Resiliency
TOM HUBLER
September 26, 2017 AFTERNOON Meeting & Social - Tax Law Update
TOM LAQUA
May 23, 2017 Dinner Meeting: The Legislative Process and Update
Bryan Lake, Jason Schuller, Lauren Barron
April 25, 2017 Breakfast Meeting: Residency Wars: the MnDOR Empire Strikes Back
Masha Yevzelman
March 28, 2017 Dinner Meeting: Social Security
Jordan Nygaard, CFP, AIF
February 28, 2017 Breakfast Meeting: Heckerling Review
Cindy Ackerman
January 24, 2017 Lunch Meeting: Deep in the Heart of Taxes – Reflections of a Former IRS Counsel Field Attorney
David Zoss, Former IRS Litigator
November 15, 2016 Dinner Meeting: The Elimination of (Most) Valuation Discounts
Nick Hulwi
October 25, 2016 Breakfast Meeting: Successfully Navigating the Tricky Waters of Family Business
Eric Gustafson
September 27, 2016 Lunch Meeting: 8 Insider Tips to Late Stage College Planning
Chris Wills
May 24, 2016 Dinner Meeting: Conservation Easements - From identifying the opportunity, to protecting the gift
Carissa Brown
April 26, 2016 Breakfast: Health Care Directive - Unusual and Difficult Situations
Ann Russell
March 22, 2016 COMBINED Lunch St. Paul & Minneapolis: Trust Litigation - When Things Go Wrong
Alan Silver
February 23, 2016 COMBINED Breakfast St. Paul & Minneapolis: Heckerling
Christopher Burns
January 26, 2016 COMBINED Dinner St. Paul & Minneapolis: Next Gen Engagement
Jill Shipley
November 17, 2015 COMBINED Dinner St. Paul & Minneapolis: New MN Trust Code
Mike Sampson & Jason Schuller
October 27, 2015 COMBINED Lunch St. Paul & Minneapolis: Digital Security & Estate Considerations
Mark Lanterman
September 22, 2015 COMBINED Breakfast St. Paul & Minneapolis: Gun Trusts
Ben Rust
September 16, 2015 Twin Cities Estate Planning Council Social
Socializing, Networking, Comradery
May 26, 2015 COMBINED Dinner St. Paul & Minneapolis: Bridging Generations
Anne Bucciarelli, CFA
April 16, 2015 COMBINED Minneapolis and St. Paul Breakfast Meeting
Joe Larkin and Jonathan Scharlau
March 17, 2015 COMBINED Minneapolis and St. Paul Breakfast Meeting
Debra Newman, CLU, ChFC, LTCP
February 24, 2015 Minneapolis Dinner Meeting: Heckerling Institute on Estate Planning Review
Cindy Ackerman, Moss & Barnett
February 17, 2015 St. Paul Breakfast Meeting: Heckerling Institute on Estate Planning Review
Cindy Ackerman, Moss & Barnett
January 27, 2015 Minneapolis Dinner Meeting: Gifts of Real Estate and Closely Held Stock
Pat Plunkett
January 20, 2015 St. Paul Breakfast Meeting: Gifts of Real Estate & Closely Held Stock
Pat Plunkett
November 25, 2014 Minneapolis LUNCH Meeting: Health Care Reform
Jim Driscoll, CFP®, CEBS
November 18, 2014 St. Paul Breakfast Meeting: Health Care Reform
Jim Driscoll, CFP®, CEBS
October 28, 2014 Minneapolis Dinner Meeting: Medicare Adventure
Kimberlee Bluhm
October 21, 2014 St. Paul Breakfast Meeting: Medicare Adventure
Kimberlee Bluhm
September 16, 2014 COMBINED St. Paul & Minneapolis BREAKFAST Meeting: Elder Abuse
Iris Freeman
May 27, 2014 Addition by Subtraction - JOINT St. Paul & Minneapolis Dinner Meeting
Thomas Pauloski, J.D.
April 22, 2014 Minneapolis Lunch Meeting: Social Security - The Ten-Most Asked Questions
James Czechowicz
April 15, 2014 St. Paul Breakfast Meeting: Social Security - The Ten Most-Asked Questions
James Czechowicz
March 25, 2014 Minneapolis Dinner Meeting: Current Banking & Lending Environment
Arleen Sullivan, Anchor Bank and Dan Stolfa, Anchor Investments
March 18, 2014 St. Paul Breakfast Meeting: Current Banking & Lending Environment
Arleen Sullivan, Anchor Bank and Dan Stolfa, Anchor Investments
February 25, 2014 Minneapolis Dinner Meeting: Heckerling Institute on Estate Planning Review
February 18, 2014 St. Paul Breakfast Meeting: Heckerling Institute on Estate Planning Review
Speakers Cameron Seybolt & Cari Lee Martell
January 28, 2014 Minneapolis Dinner Meeting: Experienced Corporate Trustee Panel
Panel: Kim Becker, Sherry Desrosiers, Patrick Garay-Heelan, Adam Stern, Lloyd Stern with Moderator Christopher Burns
January 21, 2014 St. Paul Breakfast Meeting: Experienced Corporate Trustee Panel
Panel: Kim Becker, Sherry Desrosiers, Patrick Garay-Heelan, Adam Stern, Lloyd Stern with Moderator Christopher Burns
November 26, 2013 Minneapolis LUNCH Meeting: Minnesota Gift Tax Law Changes and Their Impact on Estate Tax Planning
Jennifer Lammers and Terry Slye
November 19, 2013 St. Paul Breakfast Meeting: Minnesota Gift Tax Law Changes and Their Impact on Estate Tax Planning
Jennifer Lammers and Terry Slye
October 22, 2013 Minneapolis Dinner Meeting: 2013 Minnesota Residency Law Update
Masha Yevzelman
October 15, 2013 St. Paul Breakfast Meeting: 2013 Minnesota Residency Law Update
Masha Yevzelman
September 17, 2013 JOINT Breakfast Meeting: Planning In Light of Minnesota's New Civil Marriage Law
Shane Swanson, Michele Rehbein, & Gary Debele
May 28, 2013 FLP Ideas We See Out There
Stacy Eastland
April 23, 2013 Minneapolis Meeting - How to Work with the IRS
Michael Gregory
April 16, 2013 St. Paul Meeting - How to Work with the IRS
Michael Gregory
March 26, 2013 Minneapolis Meeting - Long Term Care Insurance & Combo Products
Brian Emswiler
March 19, 2013 St. Paul Meeting - Long Term Care Insurance and Combo Products
Brian Emswiler
February 26, 2013 Minneapolis Meeting - Heckerling Update
Cindy Ackerman
February 19, 2013 St. Paul Meeting - Heckerling Update
Cindy Ackerman
January 22, 2013 Minneapolis Meeting - Hot Issues in Guardianship Conservatorship Law
Robert McLeod
January 15, 2013 St. Paul Meeting - Hot Issues on Guardian Conservatorship Law
Robert McLeod
November 27, 2012 Minneapolis Meeting - Estate Planning for the Modern Family
Joe Larkin
November 20, 2012 St. Paul Meeting - Estate Planning for the Modern Family
Joe Larkin
October 23, 2012 Minneapolis Meeting - Estate Planning in Uncertain Times
Christopher Burns & Lisa Spencer
October 16, 2012 St. Paul Meeting - Estate Planning in Uncertain Times
Christopher Burns & Lisa Spencer
September 25, 2012 Patient Protection & Affordable Care Act (ACA)
Nicole Fallon
September 18, 2012 Patient Protection & Affordable Care Act (ACA)
Nicole Fallon
May 15, 2012 Annual Combined Meeting - Income Tax Update
Andrew Biebl
April 24, 2012 Minneapolis Meeting - Land Trusts
James G. Lethert
April 17, 2012 St. Paul Meeting - Land Trusts
James G. Lethert
March 27, 2012 Business Valuations: What You Should Know About Them In Order To Serve Your Clients
Jason Vavra
March 20, 2012 St. Paul Meeting: Business Valuations - What You Should Know About Them in Order to Serve Your Clie
Jason Vavra
January 24, 2012 Minneapolis Meeting - Minnesota Revenue: Estate Tax Hot Topics
Cori Calhoun and April Drube
January 17, 2012 St. Paul Meeting - Minnesota Revenue: Estate Tax Hot Topics
Cori Calhoun and April Drube
November 22, 2011 Minneapolis Meeting - Fiduciary Duties
Marya Robben
November 15, 2011 St. Paul Meeting - Fiduciary Duties
Marya Robben
October 25, 2011 Minneapolis Meeting - Identifying and Working with Mental Illness
Elizabeth Wittenberg
October 18, 2011 St. Paul Meeting - Identifying and Working with Mental Illness
Elizabeth Wittenberg
September 27, 2011 Minneapolis Meeting - Legislative Update
Andrew Baese
September 20, 2011 St. Paul Meeting - Legislative Update
Andrew Baese
August 17, 2011 2011 MEPC FEPCSP Golf Outing
May 24, 2011 Update of 2010 Legislation
Joseph Falanga, CPA, AEP
April 26, 2011 Minneapolis Meeting - Tax Residency Issues
Masha Yevzelman & Karen Sandler Steinert
April 19, 2011 St. Paul Meeting - Tax Residency Issues
Masha Yevzelman & Peter Hatinen
March 22, 2011 How To Sell A Professional Practice
Thomas W. Lyons
March 15, 2011 How To Sell A Professional Practice
Thomas W. Lyons
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