QUAD CITY ESTATE PLANNING COUNCIL

Lunch Social & 9-hole Golf Outing

Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP®

NAEPC

Sam Donaldson, JD, LL.M., AEP® (Distinguished)

Nirav Batavia, CFA® charterholder, of Forum Financial Management, LP in Lombard, IL: Co-Managing Partner, Investment Committee Co-Director, and Chief Technology Officer

Eido M. Walny, Atty, AEP(R),EPLS

Yen Dao, B.S, Psychology and Speech Communication – and - M.Ed, Educational Leadership and Policy Studies

Don Graves, RICP®, CLTC® CSA

No Program; Lunch, Golf, & Social ~ planning in progress

Susan T. Bart, JD

Rachel L. Votto, CPA, AEP; Partner-in-Charge of Tax Services with BDG-CPAs in New York, New Jersey, & South Carolina

Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)

Debra A. Carpenter; Disability Insurance Specialist, Financial Professional, CLU, ChFC, LUTCF, RHU, LTCP

Patrick J. Saccogna, JD, LL.M. (taxation), CPA (inactive), AEP®

David Grooters, J.D./C.P.A., Pappajohn, Shriver, Eide & Nielsen P.C., Mason City, IA

Eric Weiner, PhD; Eric Weiner Enterprises

Rebecca Wallenfelsz, Partner at Chapman and Cutler LLP, Chicago, IL

Chris Barnard & Todd McGreevy, Managing Partners of Marigold Resources

Howard Kite, CFP, ChFC, CLU ~ of Forum Financial Mangement, LP (Lombard,IL)

Kristine K Tidgren, J.D. – Dolezal Adjunct Assistant Professor and Director of the Center for Agricultural Law and Taxation - Farm Succession Planning

Ben Chatman, Iowa Department of Human Services, Iowa Medicaid Enterprise, Revenue Collections Unit, Health Management Systems

Mary Anne Ehlert, CFP®, CEO & Founder of Ehlert Financial Group, Inc.

Mike Halloran will present on Multiple Topics, including BDIT’s, Non-relative inheritances, Trusts, and Life Insurance: Choosing a policy, Due Diligence

TBD

Dan Phillips of Northern Trust

Tim Gulbranson – Estate Planning Attorney at Lane & Waterman LLP

Lanny Levin, CLU, ChFC, President Lanny D. Levin Agency, Inc. and Dr. Bill Lynn, SAU Economics Professor

Thomas M. Forrest President, U.S. Trust Company of Delaware

Daniel J Phillips, Senior Investment Strategist with Northern Trust

Brad Angel, CIMA®; Senior Vice President Fidelity Institutional Asset Management

Arfa Scott, Senior Manager, Private Client Services RSM US LLP Minneapolis, Minnesota

Courtney Kay Decker (IA Dept. of Revenue)

Joy Boruff (Moline Foundation), Connie Kurth (Mayo Clinic), & Sherry Ristau (CFGRB)

test

Judge John Nahra

Volunteers from the Local Estate Planning Professionals

Local Estate Planning Professionals

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD

Johni Hays, JD; Prof. Josephine Gittler; Prof. Kathleen C. Buckwalter

Attorney Nick Critelli of Des Moines

Dr. Ann O'Donnell, Genesis Health Group, Clarissa C. Cook Hospice House

Joshua P. Weidemann, J.D., of O’Connor & Thomas P.C., Dubuque