Past Events
| 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 |
| View Current Events |
