Past Events

December 1, 2022 Holiday Social
No Program - Just FUN :)
November 10, 2022 *In-Person Luncheon* Topics to include: Elder Financial Caregiving
Alzheimer's Association
November 3, 2022 Free Noon Webinar for QCEPC Members "Ten Ways to Protect Your Client's Digital Assets"
Betsy L. Ehrenberg, Founder & CEO of Legacy Concierge
October 13, 2022 Free Noon Webinar for QCEPC Members "Do's and Don'ts of Estate Planning for Millennials"
Christine S. Wakeman, JD
July 14, 2022 4th Annual Lunch Social & 9-hole Golf Outing
Lunch Social & 9-hole Golf Outing
June 28, 2022 Complimentary NAEPC Webinar on June 28th
Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP®
June 9, 2022 FREE WEBINAR from NAEPC
NAEPC
May 26, 2022 Dinner & Program with Sam Donaldson!
Sam Donaldson, JD, LL.M., AEP® (Distinguished)
March 17, 2022 March 2022 Member Program
Nirav Batavia, CFA® charterholder, of Forum Financial Management, LP in Lombard, IL: Co-Managing Partner, Investment Committee Co-Director, and Chief Technology Officer
January 20, 2022 Top Ten Estate Planning Lessons from Celebrities
Eido M. Walny, Atty, AEP(R),EPLS
November 18, 2021 CANCELED: Health & Wellness / Work-Life Balance / Ethics
Yen Dao, B.S, Psychology and Speech Communication – and - M.Ed, Educational Leadership and Policy Studies
October 14, 2021 FREE WEBINAR FOR QCEPC MEMBERS: The NEW Reverse Mortgage - 5 Ways Housing Wealth is Changing the Estate Planning Conversation
Don Graves, RICP®, CLTC® CSA
July 29, 2021 9 hole Golf Outing / Short Hills ~ planning in progress
No Program; Lunch, Golf, & Social ~ planning in progress
July 15, 2021 FREE WEBINAR FOR QCEPC MEMBERS: Zen and the Art of Trust Modification
Susan T. Bart, JD
May 27, 2021 May 2021 Annual Meeting & Membership Program
Rachel L. Votto, CPA, AEP; Partner-in-Charge of Tax Services with BDG-CPAs in New York, New Jersey, & South Carolina
April 22, 2021 FREE WEBINAR FOR QCEPC MEMBERS: Creative Ways to Fund Business Owner Retirement
Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
March 18, 2021 March QCEPC Member Program
Debra A. Carpenter; Disability Insurance Specialist, Financial Professional, CLU, ChFC, LUTCF, RHU, LTCP
February 25, 2021 FREE WEBINAR FOR QCEPC MEMBERS: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA (inactive), AEP®
January 21, 2021 Medicaid Issues in Estate Planning
David Grooters, J.D./C.P.A., Pappajohn, Shriver, Eide & Nielsen P.C., Mason City, IA
November 19, 2020 Passing Wealth & Wisdom: Add Ethical Wills to Your Toolbox
Eric Weiner, PhD; Eric Weiner Enterprises
September 17, 2020 Luncheon Membership Meeting - New Illinois Trust Code
Rebecca Wallenfelsz, Partner at Chapman and Cutler LLP, Chicago, IL
January 16, 2020 January Dinner Membership Meeting - Local perspectives on Small/Family Business Succession Planning
Chris Barnard & Todd McGreevy, Managing Partners of Marigold Resources
November 21, 2019 "I hate insurance ~ how about you?... Answers to all of the insurance questions you always wanted to ask an insurance insider.”
Howard Kite, CFP, ChFC, CLU ~ of Forum Financial Mangement, LP (Lombard,IL)
May 16, 2019 QCEPC’s 2nd Annual Golf Outing, Annual QCEPC May Meeting, Dinner, & Program
Kristine K Tidgren, J.D. – Dolezal Adjunct Assistant Professor and Director of the Center for Agricultural Law and Taxation - Farm Succession Planning
March 21, 2019 Iowa Medicaid Estate Recovery
Ben Chatman, Iowa Department of Human Services, Iowa Medicaid Enterprise, Revenue Collections Unit, Health Management Systems
January 17, 2019 Special Needs Planning
Mary Anne Ehlert, CFP®, CEO & Founder of Ehlert Financial Group, Inc.
May 17, 2018 Golf Outing, Annual Meeting, Dinner, & Program
Mike Halloran will present on Multiple Topics, including BDIT’s, Non-relative inheritances, Trusts, and Life Insurance: Choosing a policy, Due Diligence
March 15, 2018 Trusteed IRAs & Assisting Clients in Cognitive Decline
TBD
January 25, 2018 Market Update
Dan Phillips of Northern Trust
November 16, 2017 Special Needs Trusts
Tim Gulbranson – Estate Planning Attorney at Lane & Waterman LLP
May 18, 2017 QCEPC Annual Meeting & Program: Business Succession Planning and Life Insurance Considerations & Compiling Your Estate Planning Team
Lanny Levin, CLU, ChFC, President Lanny D. Levin Agency, Inc. and Dr. Bill Lynn, SAU Economics Professor
March 9, 2017 Current Challenges of Fiduciary Administration in an Era of Multi-Jurisdiction Practice – Changing Trust Situs
Thomas M. Forrest President, U.S. Trust Company of Delaware
January 26, 2017 Economic and Financial Market Outlook - 2017
Daniel J Phillips, Senior Investment Strategist with Northern Trust
November 17, 2016 Long term care costs, Medicare long term care coverage, Medicare- proper enrollment, Medigap Policies and Medicare Advantage Plans
Brad Angel, CIMA®; Senior Vice President Fidelity Institutional Asset Management
May 19, 2016 New basis reporting rules and current court cases -and- QCEPC Annual Meeting
Arfa Scott, Senior Manager, Private Client Services RSM US LLP Minneapolis, Minnesota
March 10, 2016 Courtney Kay Decker (IA Dept. of Revenue)
Courtney Kay Decker (IA Dept. of Revenue)
January 21, 2016 Perspectives on Giving Trends - a panel discussion
Joy Boruff (Moline Foundation), Connie Kurth (Mayo Clinic), & Sherry Ristau (CFGRB)
December 23, 2015 test
test
November 19, 2015 Mediation in Family Estate Disputes / Family Dynamics
Judge John Nahra
October 20, 2015 National Estate Planning Awareness Week Events for the Public - “Ask the Expert” panels
Volunteers from the Local Estate Planning Professionals
October 20, 2015 National Estate Planning Awareness Week Events for the Public - “Ask the Expert” panels
Local Estate Planning Professionals
July 13, 2015 "Planning for Aging Clients and Chronic Illness" and "Estate Planning Nuggets: a potpourri of different planning ideas"
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
May 14, 2015 QCEPC Annual Meeting & Joint Program offering with IPPP
Johni Hays, JD; Prof. Josephine Gittler; Prof. Kathleen C. Buckwalter
March 12, 2015 Conciliation & Mediation in the Settlement of Estate Matters
Attorney Nick Critelli of Des Moines
January 15, 2015 Introduction to the IPOST and POLST documents in Advanced Care Planning
Dr. Ann O'Donnell, Genesis Health Group, Clarissa C. Cook Hospice House
November 13, 2014 Estate Planning for Electronic Assets
Joshua P. Weidemann, J.D., of O’Connor & Thomas P.C., Dubuque
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