Past Events
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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