Past Events
October 24, 2024 |
ESTATE PLANNING WEEK - DESTIN
PANEL |
October 23, 2024 |
ESTATE PLANNING WEEK - NICEVILLE
PANEL |
October 22, 2024 |
ESTATE PLANNING WEEK - MIRAMAR BEACH
Panel |
September 24, 2024 |
MELISSA ADAMS DIRECTOR WATERSOUND FOUNTAINS
MELISSA ADAMS |
March 26, 2024 |
Luncheon - Sandi Kemp-Sandpaper Marketing
Sandi Kemp |
February 15, 2024 |
Luncheon - Terry Mauer UWF
Terry Mauer |
November 14, 2023 |
Annual Dinner - Ryan Campbell,CPA Anglin CPA
Ryan Campbell, Anglin CPA |
October 3, 2023 |
Paul Casperson
Paul Casperson - University of Florida Foundation |
July 25, 2023 |
Gary Gregor Kristena Caswell Walton County Appraiser
Gary Gregor and Kristen Caswell Walton County |
May 23, 2023 |
Social - The Craft Bar
TBD |
March 28, 2023 |
Kathryn Coaker - Ronald McDonald House Charities
Kathryn Coaker |
January 24, 2023 | Warren Schott - Florida Insurance Update |
November 15, 2022 |
Annual Meeting - Col. William Deitch
Colonel William Deitch |
October 20, 2022 |
Fifth Annual Estate Planning Day
Various Guest Speakers |
September 27, 2022 |
Okaloosa County Commissioner Mel Ponder
Commissioner Mel Ponder, Okaloosa County |
July 26, 2022 | Social - Craft Bar |
May 24, 2022 |
Anastasia Stull and Kevin Tran - Shift to Digital Everything
Kevin Tran and Anastasia Stull - The Shift to Digital Everything |
March 29, 2022 |
Insurance Underwriting in a Covid World - Jay Stubbs
John W. Jay Stubbs, Jr. - Insurance Underwriting in a Covid World |
February 1, 2022 |
Membership meeting - Current Estate Hot Topics and Gifting Strategies
Tiffany Rockstroh, Jeffrey Hall-Preferred Legacy Trust Co. |
November 9, 2021 |
ANNUAL MEETING - Dr. Devin Stephenson
Dr. Devin Stephenson, President Northwest Florida State College |
October 20, 2021 |
Estate Planning Day
Panel Discussion |
September 28, 2021 |
Christy Baynes - LifeCare for Seniors
Christy Baynes, LifeCare for Seniors |
June 22, 2021 |
Martha Kotite - Be Bold, Be First, Be You
Martha Kotite, Captain U.S. Coast Guard(Ret.) |
May 25, 2021 | Social - Camille's |
March 23, 2021 |
Daniel Joye -Value of the Checklist
Daniel Joye - Value of the Checklist, Phases of Client Relationship |
January 26, 2021 |
Dr. Alan Molk Saving Lives Saving Dignity
Dr. Alan Molk |
November 17, 2020 |
Annual Meeting - Ashley Bailey
Ashley Bailey |
October 22, 2020 |
Estate Planning Day In-Person & Virtual
Panel |
September 22, 2020 |
Cares Act and PPP Loan Forgiveness Updates
Heather Jourdan - Carr, Riggs & Ingram |
July 28, 2020 |
SBA Loan Program - Kelly Massey UWF
Kelly Massey |
May 26, 2020 |
Secure Act
Jane Kerrigan - Shelley Albarado |
January 21, 2020 |
Dr. Richard Fountain - Dean UWF College of Business
Dr.Richard Fountain - Dean UWF College of Business |
November 12, 2019 |
Annual Meeting/Dinner-Lt.Col. Sam Lombardo
Lt Col Sam Lombardo |
October 23, 2019 |
Estate Planning Day
Panel - Various topics |
September 26, 2019 |
Social/FPA Meeting
EPC Membership Mtg - FPA Social |
September 17, 2019 |
Gulf Coast Estate Planning Conference
Various |
August 22, 2019 |
Carol Hines-Nothing is Normal Anymore-Current Trends in the Trust Industry
Carol C.Hines - Nothing is Normal Anymore-Current Trends in the Trust Industry |
May 28, 2019 |
Social/Twyla Sketchley - Estate planning for special needs clients
Twyla Sketchley |
March 26, 2019 |
Susan Rounds/Business Succession Planning
Susan P. Rounds, NAEPC Speaker |
January 22, 2019 |
Robert L Jones III - Validity of Electronic Wills in Florida
Robert L. Jones III - “The Validity of Electronic Wills in Florida and what we can Expect Moving Forward”. |
November 13, 2018 |
Annual Meeting/ Dinner - Nathan Monk
Nathan Monk - Community Solutions of the Emerald Coast |
October 18, 2018 |
Estate Planning Day - NWFSC Niceville
Various speakers |
September 25, 2018 |
Daniel Pennington
Daniel Pennington |
September 11, 2018 |
Gulf Coast Estate Planning Conference
www.gulfcoastestateplanningconference.com |
August 21, 2018 |
Webinar Blattmachr and Glickman
Webinar |
May 22, 2018 |
Daniel Joye - Digital Assets
Daniel Joye - Digital Assets |
March 20, 2018 |
Teresa Halvorsen, The Manor at Bluewater Bay
Teresa Halvorsen, Director of Marketing and Admissions The Manor at Bluewater Bay |
January 30, 2018 |
2017 Tax Cuts-Panel Discussion
2017 Tax Cuts - Panel Discussion |
November 17, 2017 |
Common Sense Solutions (Annual Mtg & Social)
Teresa Allen, Common Sense Solutions |
September 19, 2017 | Gulf Coast Estate Planning Conference |
July 25, 2017 |
Successful Collaboration Among Estate Planning Professionals
Lawrence Lehmann, JD, President, NAEPC |
May 23, 2017 |
Social Security Strategies
Jay Stubbs, CLU |
April 25, 2017 | Networking Social |
March 28, 2017 |
A New Approach to Funding Long-Term Care
Simona Ondrejkova, CRPC® |
January 24, 2017 |
2017 Economic Outlook
Zach Jenkins, JD, Director Hass Center for Business Research & Economic Development |
September 8, 2016 |
Forum for Financial Professionals
Multiple |
July 26, 2016 |
Civil War History and Estate Planning
Prof. Brian Rucker |
May 24, 2016 | Military Appreciation Night |
April 26, 2016 | Neworking Social |
March 22, 2016 |
50 Shades of Hot Tech Tips
Jason Havens |
January 26, 2016 |
Trust Me - Tibits & Topics You'll Want to Know About Estates and Trusts
Donna Jordan, CPA |
December 15, 2015 | Holiday Networking Social |
November 10, 2015 |
Don't Make a Six-Figure Mistake: Alternative Life Insurance Valuation Strategies
Mr. Bill Clark |
October 27, 2015 | Networking Social |
October 18, 2015 | National Estate Planning Awareness Week (Oct 18 - 24) |
September 22, 2015 |
How to Work With the IRS
Michael Gregory, ASA, CVA, MBA |
August 25, 2015 | Networking Social |
July 28, 2015 |
Why a Corporate Trustee?
Thomas M. Forrest, TO, CPA, AEP® |
June 23, 2015 | Networking Social |
May 19, 2015 |
Asset Protection for Professionals
Adam Kirwan, J.D., LL.M |
April 28, 2015 | Networking Social |
March 24, 2015 |
Planning for and Administering Unusual Assets
Allen Venet, TO, SunTrust Private Wealth Management, |
February 24, 2015 | Networking Social |
January 27, 2015 |
Avoiding Estate Planning Pitfalls
Lisa Jo Spencer |
December 9, 2014 | Holiday Networking Social |
November 18, 2014 |
CANCELLED: Dinner Meeting
TBD |
October 28, 2014 |
Another Look at the Affordable Care Act
K. Wayne Walker, CHRS® |
September 23, 2014 |
POSTPONED: Another Look at the Affordable Care Act
K. Wayne Walker, CHRS® |
August 26, 2014 | Networking Social - Chan's Craft Beer Bar |
July 22, 2014 |
Protecting Against Identity Theft and Fraud
Tammy S. McGaughy, CPA, CFE, CFF |
June 24, 2014 | Networking Social - Chan's Wine World |
May 27, 2014 |
Portability - The Game Has Changed
Richard Franklin, McArthur Franklin PLLC |
April 22, 2014 |
Networking Social - Miller's Ale House
N/A |
March 25, 2014 |
The Changing Nature of Estate Planning
A. Stephen McDaniel |
February 25, 2014 |
Networking Social - O'Quigly's
N/A |
December 3, 2013 |
Asset Protection Essentials
Richard Sherrill and Robert Powell |
October 22, 2013 | Networking Social |
September 24, 2013 |
Planning for Divorce, Same Sex, and Unmarried Couples
Ms. Muncelle Mitchell, Chesser & Barr, PA |
August 27, 2013 | Networking Social |
July 30, 2013 |
Succession Planning - How it Fits With Other Techniques
Mr. Kyle Mooney, ChFC, LUTCF, Mooney Financial |
April 23, 2013 | Happy Hour Meeting |
March 26, 2013 |
Update on Nursing Home Medicaid
Honorable Steven Quinnell |
February 26, 2013 | Happy Hour Meeting |
November 27, 2012 |
Affordable Care Act Tax Consequences
Ray Moore |
October 23, 2012 |
Happy Hour Meeting
N/A |
September 25, 2012 |
Economic Developments
Dr. David Goetsch |
August 28, 2012 |
Happy Hour Meeting
N/A |
July 24, 2012 |
Protecting Your Family Business with a Buy/Sell Agreement
Daniel Palmer |
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