| June 2, 2026 |
Pulling Back the Curtain: Communication, Decision-Making and Gifting in High Net Worth Families
Shilpa Mirchandani, Director at the Merrill Center for Family Wealth |
| March 19, 2026 |
When Good Judgement Isn’t Enough: Understanding Customer Fraud
Shanon Barnhart |
| February 19, 2026 |
Life Insurance: Ancient Perspectives and Current Outlook
Speaker: Marv Hills, CPA, CLU, ChFC |
| November 13, 2025 |
Exploring Key Provisions of the New One Big Beautiful Bill Act
Stephen Varner, CPA, MBA |
| October 9, 2025 |
One Big Beautiful Bill Act - Something for Everyone: Effective Charitable Giving Strategies for 2025 and Beyond
Rose Meissner, MBA |
| March 11, 2025 |
Advisor Education Series - Tax Savings With Charitable Giving
Marv Hills |
| February 11, 2025 |
Advisor Education Series - Planning for Digital Assets
Nathan A. Barnes, Partner, May Oberfell Lorber |
| November 14, 2024 |
Advisor Education Series - What’s Fair Is Not Always What’s Equal: Navigating Complexity with Your Clients
Adam Russell, JD |
| October 10, 2024 |
Advisor Education Series - Creative Tax Mitigation and Philanthropy for Business Owners and Large Estates
Melinda “Myndi” Aven, CLU, ChFC, RICP, WMCP & Mark Gurley, CLU, ChFC, CAP |
| March 14, 2024 |
Advisor Education Series - Tax Planning Using Trusts
Marvin D. Hills, CPA/PFS, CLU, ChFC |
| February 8, 2024 |
Advisor Education Series - Elder and Special Needs Planning
Jennifer VanderVeen, JD |
| November 16, 2023 |
Advisor Education Series - Secure 2.0 Overview
Patrick Lee, CPA |
| October 19, 2023 |
Advisor Education Series - Creative Gift Planning Strategies
TJ Pillari, JD |
| May 4, 2023 |
Michiana Estate Planning Council Reboot
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