Past Events

October 30, 2025 Estate Planning Day Northwest Florida Niceville Campus
Various
October 28, 2025 Estate Planning Day - Destin Chamber of Commerce
Various
October 23, 2025 Estate Planning Day - Walton Area Chamber of commerce
-
October 21, 2025 Estate Planning Day - Fort Walton Chamber of Commerce
various
September 23, 2025 Membership Meeting
Dr. Ashley Harte
May 20, 2025 AI Topic
AI topic
March 25, 2025 Nicole Gislason Exec. Dir Haas Center University of West Florida
Nicole Gislason, Executive Director, Haas Center University of West Florida.
February 11, 2025 Membership meeting - no speaker
TBA
November 13, 2024 ANNUAL MEMBERSHIP MEETING - Jody Fuller
Jody Fuller
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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