Past Events

November 7, 2024 Charitable Plans That Benefit Clients And Further Their Personal Planning Goals, Featuring Ethics
Pamela J. Davidson, J.D.
May 17, 2024 2024 ESTATE PLANNING CONFERENCE SPONSORSHIP
May 17, 2024 2024 Estate Planning Conference
Lynn Freeman Keller, Dan Rosio, Samuel Ardery, Jeffrey Kolb, Gregory Baker
February 21, 2024 Strategies for Navigating Clients with Cognitive Decline
Kathryn DeWeese
November 16, 2023 Going With The Flow: Business Valuation and Other Small Business Resources
Troy Phelps, Assistant Director for the Gayle & Bill Cook Center for Entrepreneurship & Steve Bishop, Business Advisor for South Central Indiana Small Business Development Center at Ivy Tech
September 21, 2023 Tax Update: What Advisors Should Know
Sarah Burgess, CPA
May 25, 2023 Helping Clients and Colleagues Navigate Conflict in our Professions
Samuel Ardery, JD, Bunger & Robertson
February 16, 2023 Guardianships for Incapacitated Adults and Long Term Care and Asset Protection
Lora Mount
November 17, 2022 Planned Giving and the Art of the Possible
Brian Yeley, Meagan Niese and Sarah Taylor
September 22, 2022 What, Why, and How of Cybersecurity!
Scott Shackelford, JD, PhD, Joe Stanton and Craig Hickman
May 20, 2022 2022 ESTATE PLANNING DAY SPONSOR REGISTRATION
February 24, 2022 Tax & Estate Planning in a Changing Tax Landscape
Gregory D. Sigman, CPA, Tax Director, Jude Thompson, CPA,Chris Hunt, CPA J.D., Tax Manager Partner,
November 18, 2021 Trust Officers, CPAs, and Attorneys – Working Together in Trust Market
Ryan Groves, JD
September 16, 2021 The Total Integrity Management Approach to Professional Ethics
Timothy L. Fort
June 24, 2021 ESTATE PLANNING TECHNIQUES FOR THE 0.5
Rodney Retzner
May 20, 2021 Legislative Update: New Laws that Impact Your Practice.
Eric Koch, JD, KOCH McAULEY & BAILEY P.C
February 25, 2021 Life Viatical Settlements and the Benefits of Reviewing Existing Policies
Gary McCall and Paula Goodhew, German American
November 19, 2020 Federal Tax Impacts of the CARES Act and Beneficiary Babel: Differences in Beneficiary Designation Terminology, Options, Defaults & Strategies Among Major Custodians
Isabel Santner, BKD and John Hurlow, Joseph Manley and Derek Grimmer, Hurlow Wealth Management Group, Inc.
September 17, 2020 Estate Planning in a Pandemic: Lessons Learned and Tips
Rodney Retzner, Dave Mitchell and Dawn Craft
August 20, 2020 Market Outlook and Behavioral Finance Implications for Investing
Patrick Gilkey, First Financial Bank and Tim Back, First Financial Bank
February 20, 2020 Succession Planning for Small/Family Businesses and Retirement, Sunsets & Dreams
Brad Minor, Thomas Wagner, Blue & Co., LLC and Jeff Curtis and Gary Lents, The Watermark Group
November 21, 2019 The Current State of Long Term Care: How Best to Advise Clients on Long Term Care Options
Paige Freitag, Freitag & Martoglio, LLC, Michelle Prather, AUL, Adam Warner of Ash Brokerage, Rebecca Vaughan, Indiana Partnership, Blake Reed, Voelz, Reed and Mount
September 19, 2019 Proper Drafting of POAs and Health Care Directives; Post Death Responsibilities; Medicaid Myths
Lora Mount
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