Speakers
Following is a list of PAST and FUTURE SPEAKERS.
| Meeting Date | Speaker/Presentation |
|---|---|
| September 17, 2019 | Konnie B. Drennan, Charles Leggette and Adam Brest - Cash Balance Pension Plan Design |
| October 8, 2019 | Gary V. Post - Estate Planning for the 99%, Ideas for the 1% |
| November 5, 2019 | Rick Ferri - The Genius of Simple Investing |
| February 11, 2020 | Marvin Blum – Business Succession Planning |
| March 10th, 2020 | Kevin Thomason - IRC 1031 Like-Kind Exchanges: More Options Than You Thought |
| May 12, 2020 | Dr. Gerry Beyer - Technology’s Impact on the Changing Future of the Trusts and Estate Practice |
| September 8, 2020 | Brandon O’Neill - Charitable Planning Essentials |
| October 20, 2020 | R. Shaun Rainey – Uniform Partition of Heirs Property Act: Partition with an Acetate Overlay |
| November 10, 2020 | Robert C. Stern, JD*, CFP® – Year End Tax Planning Strategies |
| January 12, 2021 | Michael B. Knisely & Jason Scott – Recent Trends in Trust and Estate Litigation: Insights for Estate Planners |
| March 9, 2021 | David Delamar – Cost Segregation – A Valuable Estate Planning Tool |
| UPCOMING SPEAKERS | |
| April 20, 2021 | Bill Weston, CFP and Shane Miller – Wealth Planning Alpha |
| May 11, 2021 | Ramsey Slugg – Topic TBA |