Past Events

March 18, 2020 Dinner Meeting with Program: CANCELLED DUE TO CORONAVIRUS CONCERNS!
February 25, 2020 First Lunch & Learn Series Program: How the SECURE Act Affects Estate Planning
Facilitator: Anu R. Mullikin, Esq. Chair, Trust and Estates Practice Group
January 8, 2020 Dinner Meeting with Program: Digital Property Myths and Realities
Lee Poskanzer, CEO, Directive Communication Systems, Inc.
November 13, 2019 Dinner Meeting: Focus on Section 199A Small Business Deduction
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler & Associates, LLP, Green Bay, WI
September 11, 2019 Dinner Meeting with Speaker: When Addiction Surfaces in Beneficiaries and Client Offspring
Arden O'Connor , CEO, O'Connor Professional Group
May 9, 2018 Council Dinner Meeting & Election and Speaker Program
Susan N. Gary, Orlando J. and Marian H. Hollis Professor of Law, University of Oregon School of Law, Impact Investing for Trusts
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