Past Events

September 19, 2024 Strategies for Navigating Clients with Cognitive Decline
Kate Deweese
October 20, 2022 Social Security in Estate Planning
May 19, 2022 3 Ways to use Life Insurance in Charitable Planning
Paul M. Caspersen, CFP, MS (Financial Planning and Taxation), AEP
March 17, 2022 March General Membership Meeting
Jeff and Jennifer Hawkins
January 20, 2022 Economic Forecast for 2022
David E. Ghormley, CFA
September 16, 2021 The IRS Form 1041: A High Level View of the In’s and Out’s
Ellie Caldwell and Elaine Milner
May 20, 2021 Lance Like, Like Law Group
Lance Like, Like Law Group
March 18, 2021 Know the Ten Warning Signs - Alzheimer’s and Helping your Clients
Katie Griffin, Development Manager and Reilly Huelsmann, Program Manager—Alzheimer’s Association Topic: Know the Ten Warning Signs
January 21, 2021 International Trade and COVID's Effects on the Economy
Dr. Kevin Christ | Associate Professor of Economics, Rose Hulman
September 17, 2020 Behavioral Finance by Kit Mac Nee, CFP, CRPC, AEP
Kit Mac Nee, CFP, CRPC, AEP
December 4, 2019 Holiday Social, sponsored by the EPC of Central Illiana
May 17, 2018 New Tax Bill
Jerome Case
March 15, 2018 Long Term Care Planning
Kate Webster, Natalie Robbins, and Rebecca Vaughn
October 19, 2017 Annual Tax & Legal Prof. Seminar
September 21, 2017 Hospice Seminar
September 18, 2014 ERISA Update
Ginger Scott and Chris Doll
May 15, 2014 Working with the IRS
Rick Ebbinghouse
March 20, 2014 Health Care Update
Pat Carney
October 25, 2013 How to Incorporate Philanthropy in Estate Planning
Phil Purcell, VP of Planned Giving and Endowment Stewardship at Ball State University
January 17, 2013 Update on Changes to the Tax Code
Jerome Case, Sackrider & Co., Inc.
November 15, 2012 Economic Forecast
Dr. Kevin Christ, Professor of Economics at Rose Hulman Institute of Technology
October 18, 2012 NAIFA - Annual Legislators Luncheon
Rep. Kersey, Rep. Borders, Rep. Heaton, Senator Skinner, and possibly others
September 15, 2012 Healthcare Update
Pat Carney, Old National Insurance
November 17, 2011 Strategic Day Management and Time Investment Concepts
Dr. Bart Anderson
December 2, 2010 Update on Transfer on Death Property Act
Jeff R. Hawkins, Attorney
October 21, 2010 NAIFA - Annual Legislators Day
September 30, 2010 Update on Medicaid Rules and How to Protect Assets
Rick Brewster
September 14, 2010 A Day in the Life of a Financial Planner
June 3, 2010 Board Meeting
May 20, 2010 ISU Foundation
Dr. Gene Crume
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