Past Events

November 8, 2023 Business Succession Planning Traps and Tips
Panelists to include Sara Shusterman and Ed Snoble. Facilitated by Brad A Herman, CFP®, AEP®, ChFC®
September 6, 2023 Planning Realities of Family Disharmony and/or Dysfunctional Trustees
Facilitated by Mary V Rogers, JD, Seraphin & Rogers, Ltd.
May 11, 2023 SECURE ACT 2.0 / Annual Meeting
Panelists Sharon Piet and Michael Holevas CFA. Faciliated by Tom McCartney
March 9, 2023 International Estate Planning
Eric Huang (Kozusko Harris Duncan) and Nicholas Heuer (Katten)
January 12, 2023 2023 Economic and Market Outlook
Steve Venetsanopoulos, VP, Capital Group | American Funds
November 9, 2022 Estate Planning Considerations for Elderly Clients
Colleen Ceh Becvar, Mickey Wilson, and Gina Salamone. Facilitated by Linda M Strohschein, J.D.
September 8, 2022 Estate Planning for Complex Family Situations
Jason T. Johns, Huck Bouma, and Jim Dombeck, Resource Bank
May 12, 2022 Virtual Estate Planning Tips & Techniques + FVEPC Annual Meeting
Panelists include J. Amber Drew,Judy Hsu-Hulseberg, and Kathy Krochock
March 10, 2022 Intellectual Property, Digital Assets, and Planning
Panelists Greg Earl, Henry Kaskov, and Tom McCartney
January 13, 2022 2022 Economic and Market Outlook
Steve Venetsanopoulos, VP, Capital Group/American Funds
November 10, 2021 FVEPC Estate Planning Workshop
Facilitation by the FVEPC Board of Directors
October 13, 2021 Washington DC Update
Josh Caron, Vice President of Legislative Affairs for Finseca
September 9, 2021 War Stories & Wisdom
Bill Durrenberger & Jim Dombek
May 12, 2021 Succession Planning Now + FVEPC Annual Meeting
Tom Parker, CPA and partner at Fates, Bodily & Parker, and Jordan Uditsky, attorney and partner at Grogan Hesse & Uditsky, P.C.
March 10, 2021 Estate Planning in a Low Interest Rate Environment
Georgia Loukas Demeros, Esq., and Steven Meves
January 14, 2021 Economic & Markets Outlook 2021
Kurt C. Funderburg, VP, Director of Equity & Economic Research
November 11, 2020 Planning Impact of SECURE Act and Trust Code Changes
Carrie M. Buddingh, Partner, and Neil T. Goltermann, Sr. Attorney, Momkus LLC
September 10, 2020 Money & Family: Important Conversations
Northern Trust's Eileen Sachanda and Angela Hart
May 28, 2020 Protecting Your Clients
Janine Smith & Linda Strohschein
January 15, 2020 Economic Outlook 2020
Steve Venetsanopoulos, Vice President, Capital Group/American Funds
November 14, 2019 Small Business Succession Planning
Stephen Leazzo, CPA, Jennifer Johnson, J.D, & Tim King, CPA, MAS,
September 11, 2019 Charitable Giving Strategies
Louis Sands, JD, CPA
May 9, 2019 Small Estates = Big Opportunities!
Bill Durrenberger
March 14, 2019 Divorce & Estate Planning
Ray Dalton, Luke Herlehy & Michael Chapski
January 17, 2019 Economic Outlook
Kurt Funderburg, Director of Investment Strategy at First American Bank
November 8, 2018 Long Term Care Realities & Options
Susan Russo, Tom McCartney & Janine Smith
September 13, 2018 The New Tax Law's Impact on Estate Planning
Aaron Ruswick of Huck Bouma
May 10, 2018 Charitable Planning & Related Income Tax Issues
Ronald Hem, J.D. of Alschuler, Simantz, & Hem, LLC and Roger Anderson, CPA, CFP
March 15, 2018 How to Deal With Discretionary Distributions From Trusts
Erica Lord, J.D., Senior Vice President & Senior Legal Counsel of The Northern Trust Company
January 25, 2018 Economic Update
Steve Meves, Chief Investment Officer at Old Second National Bank
November 9, 2017 Buy-Sell Agreements and Related Business Valuation Issues
James Voigt, J.D. of Schoenberg Finkel Newman & Rosenberg, LLC and Henry Kaskov, ASA, of Sanli Pastore & Hill, Inc
September 14, 2017 Current Trends & Nuances in Estate Planning
Timothy Midura, CPA, JD, LLM of Huck Bouma P.C.
May 11, 2017 Fiduciary Income Tax Planning
Terry Cicero, CPA, CFP
March 9, 2017 Special Needs Planning
Constance Renzi, J.D. and Catherine Lenert, J.D.
January 26, 2017 Economic Update
William Gleason, CFA
November 10, 2016 Estate Planning Strategies for Older Clients (Deathbed Planning)
Brian Whitlock, CPA, JD, LLM
September 22, 2016 Entity Selection / Asset Protection Planning
Thomas P. Perez, CPA, MSA
May 12, 2016 Selecting and Educating a Trustee
Stacy E. Singer of The Northern Trust Company
March 10, 2016 Annual Trusts, Estates and Tax Update and Outlook
Matthew Johnston, JD, MST, CSEP - Northwestern Mutual
January 21, 2016 Annual Economic Update and Outlook
William J. Gleason, U.S. Trust, Bank of America Private Wealth Management
November 19, 2015 Trust Administration: Working with the Estate Planning Team
Nancy Brackmann, CFP, CTFA of U.S. Bank Private Client Reserve
September 17, 2015 Considering the Illinois Estate Tax and Income Tax Consequences
Eileen B. Trost, Esq., of Freeborn and Peters
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