Calendar
Past Events
This is a listing of past meetings, webinars and other types of meetings.
2022
| Date/Time | Event | Topic | Speaker | Location |
|---|---|---|---|---|
|
May 10, 2022 12:00 pm - 1:00 pm |
WVEPC Webinar: May 2022 | Estate Planning for Clients with Dementia |
Tim Nay |
Webinar |
|
April 26, 2022 12:00 pm - 1:00 pm |
WVEPC Webinar: April 2022 | Economic Update |
Mark McMullen |
Webinar |
|
March 8, 2022 12:00 pm - 1:00 pm |
WVEPC Webinar: March 2022 | Life Care Planning Workshop: Creating a Holistic Financial & Estate Plan for Families with Special Needs Loved Ones |
Alisha Langford, ChSNC Abeona Group, Portland OR |
Webinar |
|
February 8, 2022 12:00 pm - 1:00 pm |
WVEPC Webinar: February 2022 | Update of Estate and Trust Taxes |
John Hawkins, CPA Grove Mueller Swank |
Webinar |
|
January 11, 2022 12:00 pm - 1:00 pm |
WVEPC Webinar: January 2022 | Transition by Design: Successful Succession of the Privately Held Business and Wealth |
Susan P. Rounds Deutsche Bank Wealth Management |
Webinar |
2021
| Date/Time | Event | Topic | Speaker | Location |
|---|---|---|---|---|
|
November 9, 2021 12:00 pm - 1:00 pm |
WVEPC Webinar: November 2021 | A Panel Discussion: The Glamorous World of Trust Administration |
|
Webinar |
|
October 12, 2021 12:00 pm - 1:00 pm |
WVEPC Webinar: October 2021 | Power of Appointments |
Chris Cline |
Webinar |
|
September 7, 2021 12:00 pm - 1:00 pm |
WVEPC Webinar: September 2021 | Trust Litigation |
Hunter Emerick |
Webinar |
|
May 11, 2021 12:00 pm - 1:00 pm |
WVEPC Webinar: May 2021 | Economic Update |
Mark McMullen |
Webinar |
|
April 13, 2021 12:00 pm - 1:00 pm |
WVEPC Webinar: April 2021 | Stewardship Trusts |
Jeff Patterson & June Wyrick Flores |
Webinar |