Past Events

March 5, 2024 Invest in Women
Lauren Loughlin, Associate Portfolio Manager, Equity Compass
February 6, 2024 Embracing Donors with Donor Advised Funds
Donna Frederick, Executive Director, Stifel Charitable Inc.
January 9, 2024 Current Perspectives on Estate Planning & Things My Family Should Know If Life Does Not Go As Planned
Daniel Dykstra, Partner, Heidman Law Firm
November 7, 2023 Insurance Considerations for Estate Planning Clients
John Composto, VP of National Accounts, LIBRA Insurance Partners
October 3, 2023 Preventing Elder Abuse
Chris Kuchta, Community Engagement Specialist, Tasha Jones, Elder Rights Specialist, Connections Area Agency on Aging
September 5, 2023 Employer Sponsored Retirement Planning for Business Owners
Bill Robertson, Regional Sales Consultant, Definiti
May 2, 2023 Changes Coming from the Corporate Transparency Act
Kyle Irvin
March 7, 2023 Secure Act 2.0 and Other Retirement Plan Topics
Tony Lamb and Jessica Ross, Security National Bank Wealth Management
February 7, 2023 Strange Statutory Foundations and Terribly Tricky Treasures in Trusts
Tom Simmons
January 3, 2023 Social Security
Eric Estelle, Senior Financial Planning Specialist II, Stifel Vice President Wealth Planning
November 1, 2022 Interest Rates, Fixed Income, and the Macroeconomy
James Casler, CRPC, Lord Abbett Regional Manager of Advisor Services
October 4, 2022 Intentional Planned Giving
Blake McKibbin, JD, ChFC, CLU, RBC Wealth Management Wealth Strategist
September 6, 2022 The Next Generation
Beth Trejo, Chatterkick CEO
May 3, 2022 ERISA Current Topics every Plan Sponsor should know
Dick Billings, CPC, CEBS, ERPA, BCF
March 1, 2022 Tax-Crushing Trusts
Tom Simmons
February 1, 2022 Cryptocurrency
Kyle Picker
January 4, 2022 Business Valuation Theory and Economic Reality: A Conversation
Ericka Heiser
November 2, 2021 Estates for Beginners from a Tax Perspective
Allan J “A.J.” Reynolds, EA
October 5, 2021 Cybersecurity
Josh Folkerts
September 7, 2021 Fiduciary Issues in 1041S
Kyle Irvin
May 4, 2021 Annual Meeting
Susan Rounds, Head of Wealth Planning - Western Region, Deutsche Bank Wealth Management
April 21, 2021 Membership Happy Hour Social and AEP Informational Reception
March 2, 2021 2021 Agricultural Tax Law Update
Kristine Tidgren-Director of CALT, Adjunct Assistant Professor, Agricultural Education & Studies
February 2, 2021 Estate Recovery Issues
Ben Chatman-Iowa DHS Estate Recovery Program
January 5, 2021 Farm Management Issues
Dan Kriener, AFM, President, Kriener Farm Management, Inc.
November 3, 2020 Veteran's Affairs
Joseph E. Twidwell, Senior VP & Trust Officer, Security National Bank
September 1, 2020 Overview of the SECURE Act
Lauren N. Randazzo, CPA, Assistant Vice President & Wealth Strategist-Stifel (Web Presentation)
May 5, 2020 2020 Annual Meeting: Behavioral Finance (via ZOOM)
Kit MacNee, CFP® CRPC®, AEP®, - MDM Group Morgan Stanley Wealth Management
March 24, 2020 Charitable Giving and Tax Planning Strategies in the TCJA Era (Webinar)
Speaker: Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
March 3, 2020 A Review of Tax Law and Recent Changes (2020 Agricultural Tax Law Update)
Kristine Tidgren-Director, Center for Agricultural Law & Taxation, Adjunct Assistant Professor, Agricultural Education & Studies
February 11, 2020 Life Settlement Legal and Ethical Responsibility (Webinar)- Robert G. Alexander Series
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
February 4, 2020 Fiduciary Train Wrecks: Causation and Casualties
Thomas E. Simmons
January 14, 2020 The NEW Reverse Mortgage—5 Ways Housing Wealth Is Changing the Estate Planning Conversation (Webinar)
Don Graves, RICP®, CLTC®, CSA
January 7, 2020 Recent Changes to the Guardianship/Conservatorship laws
Kyle S. Irvin, JD
December 17, 2019 The Effect of Longevity on Your Life Priorities (Webinar)-Robert G. Alexander Webinar Series
Cynthia L. Hutchins, CRPC, CIMA
November 5, 2019 Iowa District Court Judge's Panel
Honorable Steven J. Andreason; Honorable Tod J. Deck; Honorable Patrick H. Tott
October 23, 2019 Robert G. Alexander Webinar-Elder Law & Special Needs Planning
Bernard A. Krooks- J.D., CPA, LLM (in taxation), CELA®, AEP® (Distinguished), Founding Partner
October 1, 2019 Avoiding the Unintentionally Defective Trust
Jay E. Harker, JD, SVP of Stifel Trust Company, N.A.
May 7, 2019 Succeeding In Business Markets: Business Continuation (Buy-Sell, Etc.)
Michael W. Halloran, CFP®, AEP® (Distinguished), ChFC®, CLU®, RICP®
February 5, 2019 Investment Banking, Funding Sources and the “Cap Stack”
Mike Anderson, Managing Principal at Bridgepoint Investment Banking
January 8, 2019 Late-Stage College Planning Strategies You Don't Know About But Should
Susan Westerholm, College Inside Track
November 6, 2018 How to Avoid and What To Do if Audited by the IRS
Michael Gregory, NSA, MBA, ASA, CVA; Founder Michael Gregory Consulting LLC
October 2, 2018 Effects of Legalized Marijuana on Estate Planning
Dr. Gerry W. Beyer- Governor Preston E. Smith Regents Professor of Law
September 26, 2018 Siouxland Chamber Ribbon Cutting for SEPC
Informational and Networking: Meet members of the Siouxland Estate Planning Council
September 4, 2018 Fair vs. Equal: Planning Techniques to Avoid Family Estate Litigation
Erin Herbold-Swalwell, J.D.
May 1, 2018 Business Succession, Family Dynamics and Family Governance
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®
March 27, 2018 Times are Changing: A Review of Tax Reform Adopted in 2017 and other Tax Law Updates
Kristine Tidgren, Director at Iowa State University’s Center for Agricultural Law and Taxation
March 6, 2018 Times are Changing: A Review of Tax Reform Adopted in 2017 and other Tax Law Updates-RESCHEDULED
Kristine Tidgren, Director at Iowa State University’s Center for Agricultural Law and Taxation
February 6, 2018 Gifting and Advanced Beneficiaries, Structuring the Qualified Accounts to fund Look through trusts. Updating the use of Life Insurance Trusts
Robert D. Hodges, Attorney BrownWinick P.L.C.
January 9, 2018 New Iowa Uniform Fiduciary Access to Digital Assets Act
Joshua P. Weidemann, J.D. O'Connor & Thomas, P.C. of Dubuque, IA
November 7, 2017 About Foreign Account Tax Compliance Act (FATCA) and Reporting
Beatrice Skyberg, CPA, AEP and Mike Criddle, CPA from Eide Bailly LLP
October 3, 2017 ESOPs: Trends and Opportunities
Dan Zugell, CLU, ChFC, LUTCF-Senior VP of Business Transition Advisors (BTA)
September 5, 2017 7 Actionable Social Media Tips For Your Business
Beth Trejo, President and Founder of Chatterkick
May 2, 2017 Innovations in the Charity/Advisor Partnership: The Compelling Social Capital Connection
Doug Olson, CFRE, FCEP with Thompson & Associates
April 27, 2017 SEPC Celebration and Member Recruiting Social
An opportunity for potential members to learn more
March 7, 2017 Estate Planning and Client/Family Meetings
Lindsey Buchheit, Buchheit Law, PLC
February 7, 2017 Times are Changing: A Review of Tax Reform Proposals and Recent Tax Law Updates
Kristine Tidgren, Assistant Director at Iowa State University’s Center for Agricultural Law and Taxation
January 10, 2017 Planning for Digital Assets
Professor Gerry W. Beyer
November 1, 2016 Bridging the Gap: What Clients Need to Know About Their Estate Plans But Don’t
Rick Holman, JD, CFP®, CLU® Vice President and Senior Estate Planner with Robert W. Baird & Co.
October 25, 2016 Recent Developments in Estate Planning for Professionals, Top 10 Issues in Fiduciary Income Tax and Avoiding Fiduciary Litigation and the Ethical Problems that May Arise
Charles (Skip) D. Fox IV
September 6, 2016 Leave a Message Siouxland
Heather Hennings, United Way of Siouxland; Erin Webber-Dreeszen, Sioux City Art Center; Linda Santi, Siouxland Center for Active Generations
April 19, 2016 Coming to Our Senses on Social Security
Jon Smith
March 23, 2016 Ten Things Your Clients are Most Confused About With Estate Planning
Ronald Cepikoff
February 23, 2016 Elder Abuse: Red Flags Professionals Should Watch For to Protect Clients
Aubury M. Krueger
January 20, 2016 Power of Attorney Updates for SD, IA NE and Federal
Melissa Grant and Breandan Donahue
November 17, 2015 Tax Exempt Organizations:Obtaining Tax Exempt Status
Kent Vriezelaar
October 27, 2015 Recent Developments In Estate Planning
Charles (Skip) D. Fox
September 22, 2015 Farm and Small Business Succession Planning and Estate Equalization Concerns
Thom Peterson
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