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Next Meeting:

Thursday, November 12, 2026

Senior & Elder Care Planning

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Fox Valley Estate Planning Council

FOX VALLEY ESTATE PLANNING COUNCIL

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Council Information

The Fox Valley Estate Planning Council was founded in the 1960’s as an educational resource for estate planning professionals.

Today, our members are comprised of attorneys, accountants as well as professionals from the financial services, banking and planned giving community.

The Council hosts five events from September through May. Speakers discuss topics of interest from the various estate planning disciplines.

UPCOMING EVENTS

November 12, 2026

Senior & Elder Care Planning

Panel Discussion: Colleen Ceh Becvar, Co-Founder, Trinity Advocacy Group, Brad Esposito DCS, CDP, Founder, Senior Source, Luke Herlehy, J.D., Partner, Dalton & Herlehy, P.C.

See Event Details

January 14, 2027

2027 Economic & Market Forecast

Facilitated by Michael Holevas, CFA

See Event Details

March 18, 2027

Leveraging AI & the Legal Implications of AI in Professional Services

Facilitied by Don Degen, CFP and Andrew Lopez, CFA, CPA/ABV

See Event Details

May 13, 2027

Annual Meeting & Pickleball Social Event

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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