Past Events

May 1, 2024 Next meeting - Wednesday, May 1st
Carrie Banks
February 14, 2024 Current events and topics within the SSA
Mr. Kylle McKinney
December 13, 2023 Understanding Digital Assets
David Chandler, CPA, CVA
November 14, 2023 Judge J. C. Love
Judge J.C. Love
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
May 3, 2022 Fixing Broken Trusts
Amy Adams & April Wise
February 24, 2022 “Estate Planning to Avoid Litigation.”
Lindsey Eastwood
November 30, 2021 Demystifying post-death administration for charitable beneficiaries
Frederick Weber of Northern Trust and Andrew Fussner of the American Heart Association
September 7, 2021 Longevity Planning
Steve Briggs
February 20, 2020 How Life Settlements and Policy Valuations Impact Planning
Jamie Mendelsohn
November 21, 2019 Business Transition Planning
Jeff Winick
October 23, 2019 Long Term Care
Brent Lamon
March 21, 2019 Security
Ryan Allen
January 22, 2019 The new Section 199A Business Tax Deduction
Tia Levanda
September 27, 2018 Central AL Community Foundation
Burton Crenshaw
April 25, 2018 General meeting - Timber
Jim Bates
November 1, 2017 Partnership Audit Rules
Gregory P. Rhodes and Ronald Levitt
September 27, 2017 ABLE accounts
April WIse
April 20, 2017 Social Security Administration
Kylle' McKinney
February 23, 2017 Insurance Update
Jim Ridling
September 22, 2016 Business Succession
Jeffrey Winick
October 23, 2014 October Meeting - Long Term Care
Jay Stubbs, CLU
February 20, 2014 Healthcare Reform Act
Lyvonnia Poppell
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
February 17, 2011 Burning Questions and Even Hotter Answers About Grantor Trusts
Samuel Donaldson
October 21, 2010 Exit Strategies for Businesses
Denis M. Brown
September 23, 2010 Life Insurance & Due Diligence
Mike Halloran, NAEPC President
March 9, 2010 Appraisal & Business Valuation Forum
Dee Russell, Josh Hall & Britt Howard
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