SIOUXLAND ESTATE PLANNING COUNCIL, INC.

October 4, 2022

Intentional Planned Giving

Blake McKibbin, JD, ChFC, CLU, RBC Wealth Management Wealth Strategist

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November 1, 2022

Interest Rates, Fixed Income, and the Macroeconomy

James Casler, CRPC, Lord Abbett Regional Manager of Advisor Services

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January 3, 2023

Social Security

Eric Estelle, Senior Financial Planning Specialist II, Stifel Vice President Wealth Planning

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February 7, 2023

Strange Statutory Foundations and Terribly Tricky Treasures in Trusts

Tom Simmons

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