Past Events

August 16, 2019 2019 Annual Summer Retreat -Put N Bay Yacht Club
Art Gibbs and Todd Everson
May 1, 2019 North Coast Estate Planning Luncheon
Brandon Smith-Social Security Administration
January 22, 2019 North Coast Estate Planning Council Meeting
Laura J Malone
October 24, 2017 October Quarterly Meeting
Cindy Norcross from State Farm Insurance Agency
September 19, 2017 Quarterly Board Meeting
August 4, 2017 Annual Retreat at The Liberty Aviation Museum
John Frankel
April 26, 2017 NAEPC Regional Council Leadership Day Roadshow 2017
National Association of Estate Planners & Councils
April 25, 2017 Must Do's Before You File For Social Security
Paul J. Wannemacher, CPA, PFS, CFP®
January 25, 2017 Quarterly Membership Meeting
TBA
October 25, 2016 Quarterly Membership Meeting
Tracy Baughman Vice President and Investment Services Manager, CIMA, AIF
September 27, 2016 Board Meeting
N/A
August 5, 2016 Inner Earth and Outerspace NCEPC Annual Retreat
Joshua Didion and Vaughn A. Hoblet Marshall & Melhorn, LLC
April 26, 2016 Affordable Care Act
Aaron Marinelli, President, Chapman and Chapman
March 1, 2016 Quarterly Meeting
Steve Fries
August 21, 2015 Social Security Fundamentals and Disablity Planning for your Clients
William Schults, Esq and Kirk Roose, Esq
January 27, 2015 Perspectives on the Future of Estate Planning as a Profession
Lawrence Brody, JD, LL.M., AEP® (Distinguished) , Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) & Jeffrey N. Pennell, JD
October 28, 2014 An Overview of the Residential, Farming and Personal Property Appraisal and Valuation Process
Larry McCormick, MAI, Adam and Gary Pfeiffer, Kenny Bonnigson
August 15, 2014 Annual Retreat
Richard Naegele, M.A., J.D., partner in the Wickens, Herzer, Panza, Cook and Batista and Brian Crowe, Regional Representative, Long Term Care Specialist, Pacific Life Insurance
April 22, 2014 General Meeting
James Corcoran, ESQ
February 19, 2014 Board Meeting
February 11, 2014 What You Need to Know About Business Valuations
Carl E. McGookey, CPA, CVA
November 19, 2013 Board Meeting
October 22, 2013 Member's Meeting
TBD
August 20, 2013 Board Meeting
July 31, 2013 Annual Retreat - Tenative
TBD
July 31, 2013 2013 Annual Retreat
TBD
May 21, 2013 Board Meeting
April 23, 2013 Member's Meeting
Bo Loeffler
February 19, 2013 Board Meeting
January 22, 2013 Members meeting
TBD
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