Past Events
December 5, 2024 |
Webinar - Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
November 26, 2024 |
Quad City Estate Planning Council Webinar - From Deductibles to Donut Holes: How to Decipher your Medicare Choices
Dianne Savastano, BSN, MBA |
November 7, 2024 |
The Demise of Tax Incentives for Saving - Annual Joint Meeting of Quad City Estate Planning Council and the Quad City Planned Giving Council
Economist Ike Bannon |
October 3, 2024 |
Estate Planning Update 2024: What’s New, What is on the Horizon, and What May be Around the Corner (plus Ethics!) Lunch Meeting Sponsored by Quad City Bank & Trust
Attorney Paul Morf |
September 12, 2024 |
QCEPC Breakfast Meeting Featuring Rock Island County Coroner Brian Gustafson
Rock Island County Coroner Brian Gustafson, R.N. |
August 20, 2024 |
Free Webinar Series - Special Needs and Elder Care Planning: How to Plan with an Eye Towards the Tax Considerations
Elizabeth Forspan, Esq. |
July 11, 2024 | QCEPC - Bowling/Social-- No CLE |
June 20, 2024 |
Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD |
May 9, 2024 |
QCEPC Lunch Meeting-- Advanced Directives in Healthcare
Dr. Steve Sorensen |
January 11, 2024 | QCEPC Annual Meeting |
December 14, 2023 |
Free Noon Seminar: Designing and Implementing Estate Planning Structures with the IRS in Mind-- CLE Available
Alan S. Gassman, JD, LL.M. |
November 9, 2023 |
Free Noon Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. and Elizabeth King, JD, LL.M. |
October 12, 2023 |
2023 Annual Meeting Featuring Professor Christopher Hoyt
Professor Christopher Hoyt |
September 21, 2023 |
Free Noon Webinar: It's Hard Getting Old: Helping Clients Keep Control of Their Lives and Money
Louis W. Pierro and Peter J. Strauss |
August 24, 2023 | Breakfast Meeting Pre-Post Mortem Planning |
July 27, 2023 |
Free Webinar Series - The Elegant Divorce
Lisa M. Cukier, JD |
June 8, 2023 |
5th Annual Lunch Social & 9-hole Golf Outing
Lunch Social & 9-hole Golf Outing |
May 18, 2023 |
In Person Lunch Meeting - Long Term Care Planning
Julie Arndt |
April 20, 2023 |
Evening Social
N/A |
March 9, 2023 |
"Work Life-Balance: Can We Really Have It All?"
Yen Dao, B.S, Psychology and Speech Communication – and - M.Ed, Educational Leadership and Policy Studies |
January 26, 2023 |
*In-Person Luncheon* TOPIC: Medicare and Health Insurance
Chris Halbreiter, Halbreiter Financial |
January 12, 2023 |
Free Noon Webinar for QCEPC Members - "Spousal Trusts: Opportunities and Pitfalls"
Matthew G. Brown, J.D. |
December 8, 2022 |
Free Noon Webinar for QCEPC Members - "Estate Planning for Modern Families: Planning for Diversity and Flexibility"
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP® |
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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