Past Events

November 20, 2025 Breakfast meeting: One Big Beautiful Bill
Gregory C. Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
October 28, 2025 Fall Private Luncheon at Pizza Lucé - Eden Prairie sponsored by Revere Auctions
sponsored by Revere Auctions
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
July 22, 2025 Happy Hour & Saint Paul Saints Baseball Summer Social
Saint Paul Saints vs. Worcester Red Sox
May 27, 2025 Afternoon Meeting: Mediation Panel followed by Happy Hour
The Honorable Robert Blaeser | Denise Rahne | Alan Silver – Moderator: Casey Marshall
April 22, 2025 Breakfast meeting - Trustees in Action: Challenges, Compliance, and Fiduciary Excellence
Julie Westbrock, JD | Katie Kranz, JD, AEP, CTFA | Marcus Urlaub, JD, Moderator: Natalie A Roberts, J.D., LL.M. in Taxation
March 25, 2025 Breakfast meeting: How to Avoid the Top 10 Trust and Estate Litigation Traps
Norman Abramson & Nicolas Hanson
February 25, 2025 Virtual Meeting: Heckerling Review
Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS, Kelli Hill, JD, CFP®, James Lannan and Marcia Urban
February 13, 2025 Winter Social Networking Event
Connect with Cocktails at The Local - West End
January 28, 2025 Virtual Meeting: When the Music Stops….Will You Have a Chair?
Rob Britton, CFA and Herb Schechter, CPA
November 19, 2024 Breakfast meeting: The Great Sunset of 2026
Greg Carlson CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
October 17, 2024 Fall Social Event
sponsored by Revere Auctions “Auctions 101”
September 24, 2024 Breakfast meeting: Legislative Review
Rep. Tim O'Driscoll (R) District: 13B
May 28, 2024 Breakfast meeting: Finding a Business Owner’s Freedom Point
Mark Hegstrom, AIF®, CEPA®, CPFA
April 23, 2024 Breakfast meeting: Business Owner Estate Planning from the Insurance Side
Christopher Steffl
March 26, 2024 Breakfast meeting: Donor Advised Funds – A Changing Landscape for a Powerful Giving Tool
Luther Ranheim
February 27, 2024 Zoom Only Event: Heckerling Institute on Estate Planning Review
Sonny Miller
January 23, 2024 Zoom Only Event: Preparing for 2024 and Beyond by Knowing Where You Have Been
Herb Schechter, CPA and Robert Britton, Jr., CFA
November 16, 2023 Breakfast meeting: Tax Update
Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
October 19, 2023 Fall Social Event
September 26, 2023 Breakfast meeting: Mom Always Liked You Best: Helping Clients Manage Trust and Estate Disputes
Casey Marshall
May 23, 2023 Breakfast meeting: Employment Updates from the 2023 MN Legislative Session and How COVID has impacted the employment environment
Leonard Segal
April 25, 2023 Breakfast meeting: Understanding the Ethical Implications of Guardianship and Conservatorship
Eric Jonsgaard
March 28, 2023 Breakfast meeting: Hotel Minnesota - Residency and Relocation.
Matt Shea
February 28, 2023 Breakfast meeting: Heckerling Institute on Estate Planning Review
Tessa Mielke and Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
January 24, 2023 Breakfast meeting: 2023 Economic and Market Update and Outlook
Jonathan Scharlau, CFA, CFP®, AEP®, CAIA
November 22, 2022 Breakfast meeting: Tax Update – Planning, Compliance and Tax Policy Developments
Tom LaQua, CPA
October 25, 2022 Afternoon Meeting & Social - Easiest Catch: Don’t Be Another Fish in the Dark ‘Net
Mark Lanterman
September 13, 2022 Breakfast meeting: Twin Cities Residential Market Update
David Arbit, MCRP
May 24, 2022 Virtual Morning Meeting: Estate Planning For Crypto Assets
Natalie Roberts
April 26, 2022 Virtual Morning Meeting: Amplify Your High Net Worth Practice with Philanthropic Planning
Dana Holt, JD, RICP, AEP®, CAP®
March 22, 2022 Virtual Morning Meeting: FAFSA Changes That WILL Impact Your Clients
Cozy Wittman
February 22, 2022 Virtual Morning Meeting: An Outlook on Digital Assets
Kyle Pickner
January 25, 2022 Virtual Morning Meeting: My Client Can’t Pay Their Taxes, Now What? Disputing and Resolving Tax Liabilities
Benjamin Wagner and Kathleen Pfutzenreuter
November 16, 2021 Virtual Morning Meeting: Tax Update – Planning, Compliance & Legislative Update
Tom LaQua, CPA
October 19, 2021 Virtual AFTERNOON Meeting: ALL HANDS ON DECK: Planning Pitfalls for Family Owned Businesses
Tom Rauenhorst, Michael Sampson and David Levi
September 21, 2021 Virtual Morning Meeting: What do you mean I cannot take that money? Fiduciary Duties and Estate/Trust Litigation
Stuart C. Bear, J.D., Lisa Henry and Frank Rondoni
May 25, 2021 Virtual Morning Meeting: Heckerling Institute on Estate Planning Review
Diana Marianetti, J.D. & Lauren Barron
April 27, 2021 Virtual Morning Meeting: Program-Related Investments: A Powerful Tool in Your Philanthropic Impact Investing Toolkit
Jeff Ochs
March 23, 2021 Virtual Morning Meeting: MN Estate and Local Taxes re: Trusts
Bill Lunka
February 23, 2021 Virtual Morning Meeting: Tips and Best Practices for Avoiding Family Controversy and Will Contests
Julian Zebot
January 26, 2021 Virtual Morning Meeting: Fostering Client Connection During Covid and Beyond
Jill Shipley
November 10, 2020 Virtual Morning Meeting: Residency and Relocation
Matt Shea
October 27, 2020 Virtual Morning Meeting: Planning Considerations for your Business and Family in Unprecedented Times
Steve McConley and Jennifer Proper
September 22, 2020 Virtual Morning Meeting - You and Your Aging Clients: Long Term Care & Critical Illness Planning
Kelly Decker, MS, LUTCF, Ph.D.
May 19, 2020 POSTPONED: AFTERNOON Meeting & Social: Residency and Relocation
Matt Shea
April 28, 2020 POSTPONED: Qualified Opportunity Zones: What Investors Should Know
Nina Streeter and Jennifer Proper
March 24, 2020 POSTPONED - You and Your Aging Clients: Long Term Care & Critical Illness Planning
Kelly Decker, MS, LUTCF, Ph.D.
February 25, 2020 Breakfast Meeting: Heckerling Review
Marcia Urban
January 28, 2020 Breakfast Meeting: Property & Casualty Insurance - The Overlooked Gap in Financial Advice
Brandon Hillman
November 12, 2019 Breakfast Meeting: Lessons Learned after First Tax Season after TCJA
Thomas LaQua
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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