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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