Past Events
May 2, 2023 |
Trends in Charitable Giving
Jeanne E. Connolly CFP, CTFA |
February 23, 2023 |
Alabama Qualified Dispositions in Trust Act
Vincent J. Schilleci III, JD, LLM, Maynard, Cooper & Gale, PC |
January 31, 2023 |
Secure Act 2.0
Robert S. Keebler/Recorded Webinar |
December 6, 2022 |
The Leadership Challenges of Managing a Family Business; Best/ Worst Practices and Case Studies
Duncan Hulsey, Ph.D. |
November 10, 2022 |
Which is the Greater Threat to Inheritance – Taxes or the New Spouse?
Michael Burns, JD, LLM of Scroggin & Burns, LLC |
September 27, 2022 |
Impact of COVID-19 on the insurance industry and advice on marketing your professional skills.
Jay Stubbs |
June 21, 2022 |
MEPC General Meeting/Social
General Meeting |
May 3, 2022 |
Fixing Broken Trusts
Amy Adams & April Wise |
February 24, 2022 |
“Estate Planning to Avoid Litigation.”
Lindsey Eastwood |
January 27, 2022 |
Economic Update
Fran Smitherman |
December 20, 2021 | Member Survey - Meeting Format in 2022 |
November 30, 2021 |
Demystifying post-death administration for charitable beneficiaries
Frederick Weber of Northern Trust and Andrew Fussner of the American Heart Association |
October 26, 2021 |
Year End Tax Planning Update
Rachel Votto |
September 7, 2021 |
Longevity Planning
Steve Briggs |
August 31, 2021 | Member Survey |
February 20, 2020 |
How Life Settlements and Policy Valuations Impact Planning
Jamie Mendelsohn |
January 22, 2020 |
January Meeting
Scott Adams |
November 21, 2019 |
Business Transition Planning
Jeff Winick |
October 23, 2019 |
Long Term Care
Brent Lamon |
September 12, 2019 |
Business Meeting
George Smith & Michael Andrewws |
May 7, 2019 |
Economic Update
Mark Eibel, Director of Client Investments @ Russell Investments |
March 21, 2019 |
Security
Ryan Allen |
January 22, 2019 |
The new Section 199A Business Tax Deduction
Tia Levanda |
December 5, 2018 |
December 5th meeting
Mike Halloran |
November 1, 2018 |
November meeting
Denis Brown |
September 27, 2018 |
Central AL Community Foundation
Burton Crenshaw |
May 15, 2018 |
May Social
Social Event/Baseball Game |
April 25, 2018 |
General meeting - Timber
Jim Bates |
April 24, 2018 | Board Meeting |
March 20, 2018 | Board Meeting |
February 28, 2018 |
Economic Update
Nathan Simmons |
February 20, 2018 | Board Meeting |
January 24, 2018 |
The New Tax Law
Kristan Pryor, CPA |
January 16, 2018 | Board Meeting |
December 14, 2017 | NAEPC Conference report |
November 14, 2017 | Board Meeting |
November 1, 2017 |
Partnership Audit Rules
Gregory P. Rhodes and Ronald Levitt |
October 17, 2017 | Board Meeting |
September 27, 2017 |
ABLE accounts
April WIse |
May 23, 2017 |
Business Meeting & Social
No Speaker - Social |
April 20, 2017 |
Social Security Administration
Kylle' McKinney |
February 23, 2017 |
Insurance Update
Jim Ridling |
January 24, 2017 |
Economic Update
Alan McKnight |
December 6, 2016 |
Highlights from the NAEPC Conference
Greg Sellers |
October 20, 2016 |
Proposed Changes to IRS 2704 Regs
Rick McKinzie |
September 22, 2016 |
Business Succession
Jeffrey Winick |
April 21, 2016 |
April Meeting
Harold Apolinsky and J. Winston Busby |
February 25, 2016 |
February Meeting
Nancy Ball |
January 21, 2016 |
January Meeting
Alan McKnight |
December 3, 2015 |
Nov/Dec Meeting
Greg Sellers |
October 21, 2015 |
October Meeting
Burton Ward |
May 7, 2015 | Annual meeeting |
April 23, 2015 |
April Meeting
Ed Sauls |
February 26, 2015 |
February Meeting
Amanda Senn |
January 22, 2015 |
January Meeting
Probate Judge Steven Reed |
December 4, 2014 |
December Meeting
Greg Sellers |
October 23, 2014 |
October Meeting - Long Term Care
Jay Stubbs, CLU |
September 25, 2014 |
September Meeting
Michael Orihel |
May 8, 2014 |
Annual Meeting/Social
Vote on new Board |
April 24, 2014 |
April General Meeting
Matt Smith, Regions Bank |
February 20, 2014 |
Healthcare Reform Act
Lyvonnia Poppell |
February 4, 2014 | Board Meeting |
January 30, 2014 |
This event has been cancelled due to weather
Matt Smith |
December 5, 2013 |
December Meeting
Greg Sellers |
November 5, 2013 | Board Meeting |
October 24, 2013 | October meeting |
October 8, 2013 | Board meeting |
September 26, 2013 |
MEPC Sept. meeting - Estate Planning 2013 and Forward
Howard Neiswender |
May 2, 2013 | Annual Meeting |
April 25, 2013 | April Meeting |
March 26, 2013 | March/April Board meeting |
March 7, 2013 |
February/March Meeting
Steven Reed |
February 12, 2013 | February Board Meeting |
June 12, 2012 |
Not Specified
Burton Upchurch |
March 21, 2012 |
Top 10 Things You Should Know about Business Valuations
Ed Sauls & Jason Wells |
January 31, 2012 |
Special Needs Trusts
Katherine Barr |
November 8, 2011 |
All About NAEPC
Greg Sellers, CPA, AEP |
October 19, 2011 |
The Economy & Financial Markets
Matt Smith |
September 21, 2011 |
Market Update & Economic Outlook
Dr. David Bronner |
February 17, 2011 |
Burning Questions and Even Hotter Answers About Grantor Trusts
Samuel Donaldson |
February 1, 2011 |
Estate Tax Legislation
US Representative Martha Roby |
December 14, 2010 |
Lunch & Learn
Greg Sellers |
November 17, 2010 |
NAEPC Annual Conference
Various |
November 16, 2010 |
Financial Markets & An Economic Update
Matt Smith |
October 21, 2010 |
Exit Strategies for Businesses
Denis M. Brown |
September 23, 2010 |
Life Insurance & Due Diligence
Mike Halloran, NAEPC President |
August 24, 2010 | Board of Directors Meeting |
August 24, 2010 | Board of Directors Meeting |
June 7, 2010 | Board of Directors Meeting |
May 11, 2010 | Annual Meeting/Date night |
March 9, 2010 |
Appraisal & Business Valuation Forum
Dee Russell, Josh Hall & Britt Howard |
February 18, 2010 |
Economic Outlook for 2010
M. Keivan Deravi, PhD |
January 12, 2010 |
Estate Planning in 2010
Harold Apolinsky, Esq., EPLS, AEP (Distinguished) |
December 1, 2009 | Board of Directors Meeting |
November 19, 2009 |
Safety and Financial Security of the Insurance Industry
Jim Ridling, Alabama Insurance Commissioner |
October 13, 2009 |
Business Succession (and some Charitable Giving thoughts)
Warren Matthews, Attorney |
September 10, 2009 |
The Ideal Estate Plan - Making It Happen
Robert (Bob) G. Alexander, JD, LLM, EPLS, AEP |
August 4, 2009 | Board of Directors Meeting |
July 7, 2009 | Board of Directors Meeting |
June 2, 2009 | Board of Directors meeting |
May 14, 2009 | Year End Meeting |
April 7, 2009 |
Alabama Securities Commission
Joseph P. Borg, Director of ASC |
March 10, 2009 |
2009 Tax Strategies With Cash Balance Retirement Plans
Bruce Gendein, CLU, ChFC |
February 10, 2009 |
Tax policy Changes to Expect from the Obama Administration
Rich Sanders, Esq. |
January 13, 2009 |
What Every Estate Planner Should Know About Bankruptcy
George W. Thomas |
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