FOX VALLEY ESTATE PLANNING COUNCIL

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.

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January 14, 2027

2027 Economic & Market Forecast

Facilitated by Michael Holevas, CFA

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March 18, 2027

Leveraging AI & the Legal Implications of AI in Professional Services

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

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May 13, 2027

Annual Meeting & Pickleball Social Event

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